Larson Financial Group’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 | $201K | Buy |
2,000
+119
| +6% | +$11.9K | 0.01% | 653 |
|
|
2025
Q1 | $208K | Sell |
1,881
-3,458
| -65% | -$382K | 0.01% | 615 |
|
|
2024
Q4 | $476K | Buy |
5,339
+1,090
| +26% | +$97.3K | 0.02% | 366 |
|
|
2024
Q3 | $442K | Buy |
4,249
+4,099
| +2,733% | +$427K | 0.03% | 360 |
|
|
2024
Q2 | $13.4K | Sell |
150
-2,095
| -93% | -$187K | ﹤0.01% | 1178 |
|
|
2024
Q1 | $204K | Sell |
2,245
-1,953
| -47% | -$177K | 0.02% | 402 |
|
|
2023
Q4 | $382K | Sell |
4,198
-5
| -0.1% | -$455 | 0.03% | 253 |
|
|
2023
Q3 | $359K | Buy |
4,203
+1,182
| +39% | +$101K | 0.04% | 233 |
|
|
2023
Q2 | $273K | Buy |
3,021
+36
| +1% | +$3.25K | 0.03% | 267 |
|
|
2023
Q1 | $286K | Buy |
2,985
+14
| +0.5% | +$1.34K | 0.03% | 273 |
|
|
2022
Q4 | $283K | Buy |
2,971
+5
| +0.2% | +$477 | 0.03% | 254 |
|
|
2022
Q3 | $254K | Buy |
2,966
+2,935
| +9,468% | +$251K | 0.04% | 246 |
|
|
2022
Q2 | $3K | Buy |
31
+17
| +121% | +$1.65K | ﹤0.01% | 949 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 957 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 820 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 765 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 758 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 682 |
|
|
2020
Q3 | $1K | Sell |
14
-437
| -97% | -$31.2K | ﹤0.01% | 646 |
|
|
2020
Q2 | $32K | Buy |
451
+4
| +0.9% | +$284 | 0.02% | 233 |
|
|
2020
Q1 | $35K | Sell |
447
-199
| -31% | -$15.6K | 0.02% | 177 |
|
|
2019
Q4 | $58K | Buy |
646
+5
| +0.8% | +$449 | 0.03% | 144 |
|
|
2019
Q3 | $61K | Buy |
641
+205
| +47% | +$19.5K | 0.04% | 131 |
|
|
2019
Q2 | $38K | Buy |
436
+4
| +0.9% | +$349 | 0.03% | 141 |
|
|
2019
Q1 | $37K | Buy |
432
+3
| +0.7% | +$257 | 0.03% | 131 |
|
|
2018
Q4 | $33K | Buy |
+429
| New | +$33K | 0.03% | 129 |
|