Lido Advisors’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 | $4.72M | Sell |
47,062
-1,561
| -3% | -$157K | 0.02% | 366 |
|
|
2025
Q1 | $5.38M | Buy |
48,623
+3,259
| +7% | +$360K | 0.02% | 312 |
|
|
2024
Q4 | $4.05M | Sell |
45,364
-2,450
| -5% | -$219K | 0.02% | 347 |
|
|
2024
Q3 | $4.98M | Sell |
47,814
-840
| -2% | -$87.5K | 0.02% | 287 |
|
|
2024
Q2 | $4.35M | Sell |
48,654
-2,601
| -5% | -$233K | 0.02% | 291 |
|
|
2024
Q1 | $4.65M | Sell |
51,255
-2,405
| -4% | -$218K | 0.03% | 279 |
|
|
2023
Q4 | $4.88M | Buy |
53,660
+5,283
| +11% | +$481K | 0.03% | 253 |
|
|
2023
Q3 | $4.14M | Sell |
48,377
-3,230
| -6% | -$276K | 0.03% | 255 |
|
|
2023
Q2 | $4.67M | Buy |
51,607
+7,726
| +18% | +$698K | 0.03% | 223 |
|
|
2023
Q1 | $4.2M | Buy |
43,881
+113
| +0.3% | +$10.8K | 0.04% | 217 |
|
|
2022
Q4 | $4.17M | Buy |
43,768
+6,111
| +16% | +$582K | 0.05% | 179 |
|
|
2022
Q3 | $3.23M | Buy |
37,657
+6,267
| +20% | +$537K | 0.04% | 173 |
|
|
2022
Q2 | $2.99M | Buy |
31,390
+3,203
| +11% | +$305K | 0.04% | 161 |
|
|
2022
Q1 | $2.67M | Buy |
28,187
+4,482
| +19% | +$424K | 0.03% | 206 |
|
|
2021
Q4 | $2.02M | Buy |
23,705
+1,041
| +5% | +$88.8K | 0.02% | 244 |
|
|
2021
Q3 | $1.65M | Buy |
22,664
+4,099
| +22% | +$298K | 0.02% | 270 |
|
|
2021
Q2 | $1.33M | Buy |
18,565
+5,173
| +39% | +$371K | 0.02% | 287 |
|
|
2021
Q1 | $1M | Buy |
13,392
+1,691
| +14% | +$127K | 0.02% | 302 |
|
|
2020
Q4 | $845K | Sell |
11,701
-6,097
| -34% | -$440K | 0.02% | 320 |
|
|
2020
Q3 | $1.39M | Buy |
17,798
+5,929
| +50% | +$461K | 0.04% | 191 |
|
|
2020
Q2 | $854K | Sell |
11,869
-2,590
| -18% | -$186K | 0.03% | 236 |
|
|
2020
Q1 | $1.13M | Buy |
+14,459
| New | +$1.13M | 0.05% | 186 |
|
|
2017
Q2 | – | Sell |
-4,301
| Closed | -$341K | – | 276 |
|
|
2017
Q1 | $341K | Sell |
4,301
-267
| -6% | -$21.2K | 0.09% | 137 |
|
|
2016
Q4 | $337K | Buy |
+4,568
| New | +$337K | 0.08% | 123 |
|