KCFA
Key Client Fiduciary Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
5,306
+23
| +0.4% | +$2.31K | 0.22% | 105 |
|
|
2025
Q1 | $584K | Buy |
5,283
+23
| +0.4% | +$2.54K | 0.27% | 85 |
|
|
2024
Q4 | $469K | Buy |
5,260
+25
| +0.5% | +$2.23K | 0.21% | 104 |
|
|
2024
Q3 | $545K | Sell |
5,235
-295
| -5% | -$30.7K | 0.24% | 93 |
|
|
2024
Q2 | $494K | Buy |
5,530
+28
| +0.5% | +$2.5K | 0.25% | 91 |
|
|
2024
Q1 | $500K | Sell |
5,502
-143
| -3% | -$13K | 0.27% | 88 |
|
|
2023
Q4 | $513K | Sell |
5,645
-43
| -0.8% | -$3.91K | 0.3% | 83 |
|
|
2023
Q3 | $486K | Buy |
5,688
+21
| +0.4% | +$1.8K | 0.3% | 82 |
|
|
2023
Q2 | $512K | Buy |
5,667
+26
| +0.5% | +$2.35K | 0.3% | 76 |
|
|
2023
Q1 | $540K | Sell |
5,641
-39
| -0.7% | -$3.73K | 0.34% | 67 |
|
|
2022
Q4 | $541K | Buy |
5,680
+2,561
| +82% | +$244K | 0.37% | 57 |
|
|
2022
Q3 | $267K | Buy |
3,119
+20
| +0.6% | +$1.71K | 0.24% | 84 |
|
|
2022
Q2 | $295K | Buy |
3,099
+22
| +0.7% | +$2.09K | 0.29% | 81 |
|
|
2022
Q1 | $291K | Buy |
3,077
+21
| +0.7% | +$1.99K | 0.23% | 94 |
|
|
2021
Q4 | $261K | Buy |
+3,056
| New | +$261K | 0.22% | 103 |
|