Optimum 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 | $50.2K | Hold |
500
| – | – | 0.02% | 339 |
|
|
2025
Q1 | $55.3K | Hold |
500
| – | – | 0.03% | 326 |
|
|
2024
Q4 | $44.6K | Hold |
500
| – | – | 0.02% | 354 |
|
|
2024
Q3 | $52.1K | Hold |
500
| – | – | 0.02% | 351 |
|
|
2024
Q2 | $44.7K | Hold |
500
| – | – | 0.02% | 368 |
|
|
2024
Q1 | $45.4K | Hold |
500
| – | – | 0.02% | 379 |
|
|
2023
Q4 | $45.5K | Sell |
500
-400
| -44% | -$36.4K | 0.02% | 365 |
|
|
2023
Q3 | $77K | Hold |
900
| – | – | 0.04% | 305 |
|
|
2023
Q2 | $81.4K | Hold |
900
| – | – | 0.04% | 309 |
|
|
2023
Q1 | $86.1K | Hold |
900
| – | – | 0.05% | 291 |
|
|
2022
Q4 | $85.8K | Hold |
900
| – | – | 0.05% | 288 |
|
|
2022
Q3 | $77K | Hold |
900
| – | – | 0.04% | 311 |
|
|
2022
Q2 | $86K | Hold |
900
| – | – | 0.04% | 309 |
|
|
2022
Q1 | $85K | Hold |
900
| – | – | 0.04% | 337 |
|
|
2021
Q4 | $77K | Hold |
900
| – | – | 0.03% | 387 |
|
|
2021
Q3 | $65K | Hold |
900
| – | – | 0.03% | 408 |
|
|
2021
Q2 | $65K | Sell |
900
-336
| -27% | -$24.3K | 0.02% | 451 |
|
|
2021
Q1 | $92K | Hold |
1,236
| – | – | 0.03% | 382 |
|
|
2020
Q4 | $89K | Hold |
1,236
| – | – | 0.03% | 369 |
|
|
2020
Q3 | $96K | Hold |
1,236
| – | – | 0.03% | 338 |
|
|
2020
Q2 | $89K | Hold |
1,236
| – | – | 0.03% | 345 |
|
|
2020
Q1 | $96K | Hold |
1,236
| – | – | 0.04% | 316 |
|
|
2019
Q4 | $112K | Hold |
1,236
| – | – | 0.03% | 374 |
|
|
2019
Q3 | $117K | Hold |
1,236
| – | – | 0.04% | 349 |
|
|
2019
Q2 | $108K | Hold |
1,236
| – | – | 0.04% | 367 |
|
|
2019
Q1 | $105K | Hold |
1,236
| – | – | 0.03% | 370 |
|
|
2018
Q4 | $94K | Hold |
1,236
| – | – | 0.03% | 365 |
|
|
2018
Q3 | $94K | Hold |
1,236
| – | – | 0.03% | 407 |
|
|
2018
Q2 | $96K | Hold |
1,236
| – | – | 0.03% | 405 |
|
|
2018
Q1 | $96K | Buy |
+1,236
| New | +$96K | 0.03% | 409 |
|
|
2015
Q1 | $55K | Hold |
900
| – | – | 0.02% | 492 |
|
|
2014
Q4 | $59K | Sell |
900
-82
| -8% | -$5.38K | 0.02% | 464 |
|
|
2014
Q3 | $58K | Hold |
982
| – | – | 0.02% | 445 |
|
|
2014
Q2 | $57K | Buy |
982
+400
| +69% | +$23.2K | 0.02% | 454 |
|
|
2014
Q1 | $31K | Sell |
582
-82
| -12% | -$4.37K | 0.01% | 445 |
|
|
2013
Q4 | $37K | Buy |
664
+164
| +33% | +$9.14K | 0.01% | 430 |
|
|
2013
Q3 | $28K | Buy |
+500
| New | +$28K | 0.01% | 446 |
|