Kestra Private Wealth Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
|
|||||
|
2025
Q1 | $1.2M | Buy |
|
|||||
|
2024
Q4 | $927K | Buy |
|
|||||
|
2024
Q3 | $925K | Sell |
|
|||||
|
2024
Q2 | $852K | Buy |
|
|||||
|
2024
Q1 | $576K | Buy |
|
|||||
|
2023
Q4 | $563K | Buy |
|
|||||
|
2023
Q3 | $508K | Buy |
|
|||||
|
2023
Q2 | $321K | Sell |
|
|||||
|
2023
Q1 | $366K | Sell |
|
|||||
|
2022
Q4 | $469K | Buy |
|
|||||
|
2022
Q3 | $414K | Buy |
|
|||||
|
2022
Q2 | $439K | Buy |
|
|||||
|
2022
Q1 | $409K | Sell |
|
|||||
|
2021
Q4 | $374K | Sell |
|
|||||
|
2021
Q3 | $325K | Sell |
|
|||||
|
2021
Q2 | $325K | Sell |
|
|||||
|
2021
Q1 | $353K | Buy |
|
|||||
|
2020
Q4 | $310K | Buy |
|
|||||
|
2020
Q3 | $217K | Buy |
|