Mark Sheptoff Financial Planning’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $325K | Hold |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $265K | Hold |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $298K | Hold |
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|
2019
Q1 | $288K | Hold |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $630K | Sell |
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|
2018
Q2 | $653K | Hold |
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|
2018
Q1 | $652K | Sell |
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|
2017
Q4 | $803K | Sell |
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|
2017
Q3 | $779K | Hold |
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|
2017
Q2 | $780K | Buy |
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|
2017
Q1 | $691K | Buy |
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|
2016
Q4 | $516K | Sell |
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|
2016
Q3 | $542K | Buy |
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|
2016
Q2 | $555K | Hold |
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|
2016
Q1 | $529K | Buy |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $368K | Hold |
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|
2015
Q2 | $318K | Buy |
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|
2015
Q1 | $275K | Hold |
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|
2014
Q4 | $297K | Buy |
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|
2014
Q3 | $244K | Hold |
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|
2014
Q2 | $248K | Hold |
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|
2014
Q1 | $231K | Buy |
|