Key Financial Inc’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 | $467K | Buy |
4,658
+125
| +3% | +$12.5K | 0.09% | 174 |
|
|
2025
Q1 | $501K | Hold |
4,533
| – | – | 0.11% | 157 |
|
|
2024
Q4 | $404K | Hold |
4,533
| – | – | 0.09% | 165 |
|
|
2024
Q3 | $472K | Hold |
4,533
| – | – | 0.1% | 158 |
|
|
2024
Q2 | $405K | Hold |
4,533
| – | – | 0.1% | 159 |
|
|
2024
Q1 | $412K | Hold |
4,533
| – | – | 0.11% | 156 |
|
|
2023
Q4 | $412K | Hold |
4,533
| – | – | 0.11% | 149 |
|
|
2023
Q3 | $388K | Hold |
4,533
| – | – | 0.13% | 134 |
|
|
2023
Q2 | $410K | Buy |
4,533
+78
| +2% | +$7.05K | 0.14% | 133 |
|
|
2023
Q1 | $426K | Hold |
4,455
| – | – | 0.16% | 118 |
|
|
2022
Q4 | $382K | Hold |
4,455
| – | – | 0.18% | 108 |
|
|
2022
Q3 | $382K | Hold |
4,455
| – | – | 0.18% | 109 |
|
|
2022
Q2 | $433K | Hold |
4,455
| – | – | 0.23% | 83 |
|
|
2022
Q1 | $422K | Hold |
4,455
| – | – | 0.21% | 90 |
|
|
2021
Q4 | $380K | Hold |
4,455
| – | – | 0.19% | 104 |
|
|
2021
Q3 | $323K | Hold |
4,455
| – | – | 0.18% | 107 |
|
|
2021
Q2 | $329K | Hold |
4,455
| – | – | 0.18% | 106 |
|
|
2021
Q1 | $333K | Sell |
4,455
-91
| -2% | -$6.8K | 0.22% | 92 |
|
|
2020
Q4 | $329K | Hold |
4,546
| – | – | 0.24% | 80 |
|
|
2020
Q3 | $354K | Sell |
4,546
-259
| -5% | -$20.2K | 0.36% | 68 |
|
|
2020
Q2 | $349K | Hold |
4,805
| – | – | 0.4% | 62 |
|
|
2020
Q1 | $388K | Sell |
4,805
-100
| -2% | -$8.08K | 0.4% | 50 |
|
|
2019
Q4 | $444K | Buy |
+4,905
| New | +$444K | 0.42% | 58 |
|