Kingsview Wealth Management’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$713K	Sell	6,300 -566	-8%	-$61.3K	0.01%	782
2025 Q4	$682K	Sell	6,866 -119	-2%	-$11.8K	0.01%	749
2025 Q3	$702K	Sell	6,985 -26	-0.4%	-$2.61K	0.01%	705
2025 Q2	$704K	Buy	7,011 +639	+10%	+$67.6K	0.01%	669
2025 Q1	$705K	Buy	6,372 +125	+2%	+$12.3K	0.01%	626
2024 Q4	$557K	Buy	6,247 +187	+3%	+$18.4K	0.01%	705
2024 Q3	$631K	Sell	6,060 -89	-1%	-$8.8K	0.01%	645
2024 Q2	$550K	Buy	6,149 +214	+4%	+$19.8K	0.01%	654
2024 Q1	$539K	Sell	5,935 -2,121	-26%	-$190K	0.01%	647
2023 Q4	$733K	Buy	8,056 +13	+0.2%	+$1.16K	0.02%	553
2023 Q3	$688K	Sell	8,043 -488	-6%	-$44.4K	0.02%	536
2023 Q2	$771K	Buy	8,531 +2,561	+43%	+$245K	0.03%	483
2023 Q1	$571K	Sell	5,970 -368	-6%	-$34.5K	0.02%	538
2022 Q4	$604K	Buy	6,338 +482	+8%	+$43.9K	0.03%	463
2022 Q3	$502K	Buy	5,856 +12	+0.2%	+$1.16K	0.02%	505
2022 Q2	$556K	Sell	5,844 -117	-2%	-$11.1K	0.03%	515
2022 Q1	$564K	Sell	5,961 -136	-2%	-$11.8K	0.02%	543
2021 Q4	$520K	Buy	6,097 +13	+0.2%	+$1.02K	0.02%	561
2021 Q3	$442K	Buy	6,084 +1,505	+33%	+$112K	0.02%	579
2021 Q2	$332K	Sell	4,579 -185	-4%	-$14.2K	0.02%	670
2021 Q1	$354K	Buy	4,764 +729	+18%	+$51.3K	0.02%	594
2020 Q4	$292K	Buy	+4,035	New	+$313K	0.02%	559
2020 Q2	–	Sell	-2,952	Closed	-$230K	–	622
2020 Q1	$230K	Buy	2,952 +4	+0.1%	+$351	0.03%	406
2019 Q4	$267K	Hold	2,948	–	–	0.03%	386
2019 Q3	$278K	Hold	2,948	–	–	0.04%	349
2019 Q2	$258K	Buy	2,948 +468	+19%	+$40.3K	0.04%	355
2019 Q1	$210K	Buy	+2,480	New	+$198K	0.03%	422