Merit 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 | $1.14M | Buy |
11,319
+653
| +6% | +$65.5K | 0.01% | 728 |
|
2025
Q1 | $1.18M | Buy |
10,666
+1,533
| +17% | +$170K | 0.02% | 599 |
|
2024
Q4 | $815K | Buy |
9,133
+3,204
| +54% | +$286K | 0.01% | 557 |
|
2024
Q3 | $617K | Sell |
5,929
-188
| -3% | -$19.6K | 0.01% | 515 |
|
2024
Q2 | $547K | Sell |
6,117
-1,334
| -18% | -$119K | 0.01% | 559 |
|
2024
Q1 | $712K | Buy |
7,451
+3,418
| +85% | +$327K | 0.02% | 491 |
|
2023
Q4 | $367K | Sell |
4,033
-364
| -8% | -$33.1K | 0.01% | 568 |
|
2023
Q3 | $376K | Sell |
4,397
-336
| -7% | -$28.7K | 0.01% | 522 |
|
2023
Q2 | $428K | Buy |
4,733
+687
| +17% | +$62.1K | 0.01% | 497 |
|
2023
Q1 | $387K | Buy |
4,046
+87
| +2% | +$8.32K | 0.01% | 450 |
|
2022
Q4 | $377K | Buy |
3,959
+517
| +15% | +$49.3K | 0.01% | 480 |
|
2022
Q3 | $295K | Buy |
+3,442
| New | +$295K | 0.01% | 442 |
|
2020
Q1 | – | Sell |
-2,497
| Closed | -$226K | – | 227 |
|
2019
Q4 | $226K | Buy |
+2,497
| New | +$226K | 0.02% | 216 |
|