OneDigital Investment 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 | $1.58M | Sell |
15,791
-777
| -5% | -$78K | 0.02% | 495 |
|
|
2025
Q1 | $1.83M | Buy |
16,568
+966
| +6% | +$107K | 0.02% | 426 |
|
|
2024
Q4 | $1.39M | Sell |
15,602
-386
| -2% | -$34.4K | 0.02% | 528 |
|
|
2024
Q3 | $1.66M | Buy |
15,988
+770
| +5% | +$80.2K | 0.02% | 492 |
|
|
2024
Q2 | $1.36M | Buy |
15,218
+2,264
| +17% | +$202K | 0.02% | 525 |
|
|
2024
Q1 | $1.18M | Buy |
12,954
+6,235
| +93% | +$566K | 0.02% | 461 |
|
|
2023
Q4 | $611K | Buy |
6,719
+2,693
| +67% | +$245K | 0.01% | 644 |
|
|
2023
Q3 | $344K | Sell |
4,026
-24
| -0.6% | -$2.05K | 0.01% | 760 |
|
|
2023
Q2 | $366K | Buy |
4,050
+8
| +0.2% | +$723 | 0.01% | 746 |
|
|
2023
Q1 | $387K | Buy |
4,042
+320
| +9% | +$30.6K | 0.01% | 700 |
|
|
2022
Q4 | $355K | Sell |
3,722
-58
| -2% | -$5.53K | 0.01% | 609 |
|
|
2022
Q3 | $324K | Buy |
3,780
+646
| +21% | +$55.4K | 0.01% | 573 |
|
|
2022
Q2 | $298K | Buy |
3,134
+264
| +9% | +$25.1K | 0.01% | 560 |
|
|
2022
Q1 | $272K | Buy |
+2,870
| New | +$272K | 0.01% | 620 |
|
|
2020
Q3 | – | Sell |
-6,126
| Closed | -$441K | – | 615 |
|
|
2020
Q2 | $441K | Hold |
6,126
| – | – | 0.03% | 334 |
|
|
2020
Q1 | $478K | Hold |
6,126
| – | – | 0.04% | 280 |
|
|
2019
Q4 | $554K | Sell |
6,126
-745
| -11% | -$67.4K | 0.04% | 277 |
|
|
2019
Q3 | $649K | Buy |
6,871
+3,356
| +95% | +$317K | 0.06% | 223 |
|
|
2019
Q2 | $308K | Buy |
3,515
+1,799
| +105% | +$158K | 0.02% | 339 |
|
|
2019
Q1 | $146K | Buy |
1,716
+316
| +23% | +$26.9K | 0.02% | 319 |
|
|
2018
Q4 | $107K | Buy |
1,400
+81
| +6% | +$6.19K | 0.02% | 325 |
|
|
2018
Q3 | $100K | Sell |
1,319
-239
| -15% | -$18.1K | 0.02% | 272 |
|
|
2018
Q2 | $121K | Hold |
1,558
| – | – | 0.03% | 306 |
|
|
2018
Q1 | $121K | Hold |
1,558
| – | – | 0.03% | 306 |
|
|
2017
Q4 | $132K | Hold |
1,558
| – | – | 0.02% | 292 |
|
|
2017
Q3 | $126K | Buy |
1,558
+546
| +54% | +$44.2K | 0.05% | 194 |
|
|
2017
Q2 | $82K | Buy |
+1,012
| New | +$82K | 0.02% | 359 |
|