Lake Street Advisors Group’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$446K Buy
5,002
+920
+23% +$82.1K 0.02% 348
2024
Q3
$425K Buy
4,082
+375
+10% +$39.1K 0.02% 363
2024
Q2
$332K Sell
3,707
-362
-9% -$32.4K 0.02% 418
2024
Q1
$369K Buy
4,069
+120
+3% +$10.9K 0.02% 403
2023
Q4
$359K Buy
+3,949
New +$359K 0.02% 390