Patriot Financial Group Insurance Agency’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
Q3 | $210K | Sell |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $58K | Sell |
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|
2021
Q3 | $102K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $98K | Sell |
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|
2020
Q3 | $106K | Buy |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $20K | Sell |
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|
2019
Q3 | $21K | Sell |
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|
2019
Q2 | $22K | Buy |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $15K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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