LFA
Legacy Financial Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
2,308
+119
| +5% | +$11.9K | 0.04% | 313 |
|
|
2025
Q1 | $242K | Buy |
+2,189
| New | +$242K | 0.04% | 315 |
|
|
2024
Q4 | – | Sell |
-2,260
| Closed | -$235K | – | 353 |
|
|
2024
Q3 | $235K | Buy |
+2,260
| New | +$235K | 0.04% | 314 |
|
|
2019
Q2 | – | Sell |
-478
| Closed | -$41K | – | 337 |
|
|
2019
Q1 | $41K | Buy |
478
+153
| +47% | +$13.1K | 0.01% | 306 |
|
|
2018
Q4 | $25K | Buy |
325
+17
| +6% | +$1.31K | 0.01% | 364 |
|
|
2018
Q3 | $23K | Hold |
308
| – | – | 0.01% | 353 |
|
|
2018
Q2 | $24K | Buy |
308
+46
| +18% | +$3.58K | 0.01% | 349 |
|
|
2018
Q1 | $20K | Sell |
262
-94
| -26% | -$7.18K | 0.01% | 366 |
|
|
2017
Q4 | $30K | Buy |
+356
| New | +$30K | 0.01% | 306 |
|