Marshall Financial Group (Maryland)’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 | $2.71M | Sell |
27,181
-964
| -3% | -$96.1K | 0.53% | 36 |
|
|
2025
Q1 | $3.11M | Buy |
28,145
+1,150
| +4% | +$127K | 0.68% | 30 |
|
|
2024
Q4 | $2.41M | Buy |
26,995
+230
| +0.9% | +$20.5K | 0.58% | 38 |
|
|
2024
Q3 | $2.79M | Buy |
26,765
+192
| +0.7% | +$20K | 0.67% | 30 |
|
|
2024
Q2 | $2.38M | Buy |
26,573
+1,141
| +4% | +$102K | 0.66% | 36 |
|
|
2024
Q1 | $2.31M | Buy |
25,432
+1,077
| +4% | +$97.8K | 0.66% | 38 |
|
|
2023
Q4 | $2.22M | Buy |
24,355
+1,045
| +4% | +$95.1K | 0.71% | 36 |
|
|
2023
Q3 | $1.99M | Sell |
23,310
-396
| -2% | -$33.9K | 0.72% | 35 |
|
|
2023
Q2 | $2.14M | Buy |
23,706
+558
| +2% | +$50.4K | 0.73% | 36 |
|
|
2023
Q1 | $2.21M | Sell |
23,148
-386
| -2% | -$36.9K | 0.79% | 32 |
|
|
2022
Q4 | $2.24M | Buy |
23,534
+1,531
| +7% | +$146K | 0.87% | 31 |
|
|
2022
Q3 | $1.89M | Buy |
22,003
+819
| +4% | +$70.2K | 0.8% | 28 |
|
|
2022
Q2 | $2.02M | Buy |
21,184
+4,566
| +27% | +$434K | 0.81% | 27 |
|
|
2022
Q1 | $1.57M | Buy |
16,618
+384
| +2% | +$36.3K | 0.64% | 35 |
|
|
2021
Q4 | $1.39M | Buy |
16,234
+12,933
| +392% | +$1.1M | 0.51% | 59 |
|
|
2021
Q3 | $240K | Buy |
+3,301
| New | +$240K | 0.12% | 157 |
|