Kapstone Financial Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
2,111
| – | – | 0.11% | 105 |
|
|
2025
Q1 | $233K | Buy |
+2,111
| New | +$233K | 0.13% | 91 |
|
|
2024
Q4 | – | Sell |
-2,111
| Closed | -$220K | – | 116 |
|
|
2024
Q3 | $220K | Buy |
+2,111
| New | +$220K | 0.13% | 97 |
|
|
2023
Q2 | – | Sell |
-2,111
| Closed | -$207K | – | 102 |
|
|
2023
Q1 | $207K | Hold |
2,111
| – | – | 0.19% | 86 |
|
|
2022
Q4 | $201K | Buy |
+2,111
| New | +$201K | 0.18% | 97 |
|