JPLA
Joseph P. Lucia & Associates’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
7,741
-1,015
| -12% | -$102K | 0.32% | 74 |
|
|
2025
Q1 | $968K | Buy |
8,756
+11
| +0.1% | +$1.22K | 0.44% | 64 |
|
|
2024
Q4 | $780K | Buy |
8,745
+162
| +2% | +$14.5K | 0.35% | 70 |
|
|
2024
Q3 | $894K | Buy |
8,583
+8
| +0.1% | +$833 | 0.41% | 66 |
|
|
2024
Q2 | $767K | Buy |
8,575
+11
| +0.1% | +$984 | 0.39% | 65 |
|
|
2024
Q1 | $778K | Buy |
8,564
+10
| +0.1% | +$908 | 0.42% | 62 |
|
|
2023
Q4 | $778K | Buy |
8,554
+10
| +0.1% | +$910 | 0.48% | 58 |
|
|
2023
Q3 | $731K | Buy |
8,544
+9
| +0.1% | +$770 | 0.51% | 56 |
|
|
2023
Q2 | $772K | Buy |
8,535
+10
| +0.1% | +$904 | 0.52% | 55 |
|
|
2023
Q1 | $816K | Sell |
8,525
-1,091
| -11% | -$104K | 0.57% | 51 |
|
|
2022
Q4 | $917K | Buy |
9,616
+9
| +0.1% | +$858 | 0.69% | 44 |
|
|
2022
Q3 | $824K | Buy |
9,607
+108
| +1% | +$9.26K | 0.65% | 45 |
|
|
2022
Q2 | $903K | Buy |
9,499
+10
| +0.1% | +$951 | 0.64% | 44 |
|
|
2022
Q1 | $898K | Buy |
9,489
+9
| +0.1% | +$852 | 0.55% | 47 |
|
|
2021
Q4 | $809K | Buy |
9,480
+9
| +0.1% | +$768 | 0.51% | 53 |
|
|
2021
Q3 | $688K | Buy |
9,471
+11
| +0.1% | +$799 | 0.41% | 64 |
|
|
2021
Q2 | $679K | Sell |
9,460
-151
| -2% | -$10.8K | 0.41% | 66 |
|
|
2021
Q1 | $719K | Sell |
9,611
-32
| -0.3% | -$2.39K | 0.32% | 61 |
|
|
2020
Q4 | $697K | Sell |
9,643
-13
| -0.1% | -$940 | 0.49% | 55 |
|
|
2020
Q3 | $751K | Buy |
9,656
+36
| +0.4% | +$2.8K | 0.7% | 47 |
|
|
2020
Q2 | $692K | Buy |
9,620
+11
| +0.1% | +$791 | 0.62% | 49 |
|
|
2020
Q1 | $750K | Buy |
9,609
+10
| +0.1% | +$781 | 0.83% | 40 |
|
|
2019
Q4 | $868K | Sell |
9,599
-739
| -7% | -$66.8K | 0.79% | 35 |
|
|
2019
Q3 | $977K | Buy |
10,338
+10
| +0.1% | +$945 | 1.01% | 30 |
|
|
2019
Q2 | $906K | Sell |
10,328
-808,085
| -99% | -$70.9M | 0.95% | 33 |
|
|
2019
Q1 | $9.77K | Buy |
+818,413
| New | +$9.77K | 0.73% | 32 |
|