Patriot Financial Group Insurance Agency’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 | $214K | Buy |
2,130
+37
| +2% | +$3.71K | 0.02% | 477 |
|
|
2025
Q1 | $231K | Buy |
+2,093
| New | +$231K | 0.03% | 429 |
|
|
2024
Q4 | – | Sell |
-2,420
| Closed | -$252K | – | 482 |
|
|
2024
Q3 | $252K | Sell |
2,420
-40
| -2% | -$4.17K | 0.03% | 426 |
|
|
2024
Q2 | $220K | Buy |
2,460
+15
| +0.6% | +$1.34K | 0.03% | 433 |
|
|
2024
Q1 | $222K | Sell |
2,445
-69
| -3% | -$6.27K | 0.04% | 426 |
|
|
2023
Q4 | $229K | Buy |
2,514
+24
| +1% | +$2.18K | 0.04% | 392 |
|
|
2023
Q3 | $213K | Sell |
2,490
-59
| -2% | -$5.05K | 0.04% | 405 |
|
|
2023
Q2 | $230K | Buy |
+2,549
| New | +$230K | 0.04% | 394 |
|
|
2022
Q3 | – | Sell |
-742
| Closed | -$71K | – | 833 |
|
|
2022
Q2 | $71K | Buy |
742
+9
| +1% | +$861 | 0.01% | 629 |
|
|
2022
Q1 | $69K | Buy |
733
+56
| +8% | +$5.27K | 0.01% | 689 |
|
|
2021
Q4 | $58K | Sell |
677
-727
| -52% | -$62.3K | 0.01% | 807 |
|
|
2021
Q3 | $102K | Buy |
1,404
+54
| +4% | +$3.92K | 0.02% | 646 |
|
|
2021
Q2 | $97K | Hold |
1,350
| – | – | 0.02% | 637 |
|
|
2021
Q1 | $101K | Hold |
1,350
| – | – | 0.02% | 554 |
|
|
2020
Q4 | $98K | Sell |
1,350
-9
| -0.7% | -$653 | 0.02% | 502 |
|
|
2020
Q3 | $106K | Buy |
1,359
+1,142
| +526% | +$89.1K | 0.03% | 375 |
|
|
2020
Q2 | $16K | Hold |
217
| – | – | 0.01% | 811 |
|
|
2020
Q1 | $17K | Hold |
217
| – | – | 0.01% | 701 |
|
|
2019
Q4 | $20K | Sell |
217
-9
| -4% | -$829 | 0.01% | 673 |
|
|
2019
Q3 | $21K | Sell |
226
-22
| -9% | -$2.04K | 0.01% | 633 |
|
|
2019
Q2 | $22K | Buy |
248
+6
| +2% | +$532 | 0.01% | 620 |
|
|
2019
Q1 | $21K | Buy |
242
+42
| +21% | +$3.65K | 0.01% | 541 |
|
|
2018
Q4 | $15K | Hold |
200
| – | – | 0.01% | 527 |
|
|
2018
Q3 | $15K | Buy |
+200
| New | +$15K | 0.01% | 542 |
|
|
2017
Q4 | – | Sell |
-17
| Closed | -$1K | – | 941 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 871 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 869 |
|
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 787 |
|
|
2016
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 726 |
|