Independent Financial Group’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$576K Buy
2025
Q4
$471K Buy
2025
Q3
$437K Sell
2025
Q2
$444K Buy
2025
Q1
$259K Buy
2024
Q4
$209K Sell
2024
Q3
$264K Sell
2024
Q2
$248K Sell
2024
Q1
$263K Buy
2023
Q4
$234K Buy
2023
Q3
$218K Sell
2023
Q2
$245K Buy
2023
Q1
$215K Buy
2021
Q3
Sell
2021
Q2
$861K Buy
2021
Q1
$207K Buy