Plante Moran Financial 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 | $3.61K | Hold |
36
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $3.98K | Hold |
36
| – | – | ﹤0.01% | 656 |
|
|
2024
Q4 | $3.21K | Buy |
+36
| New | +$3.21K | ﹤0.01% | 741 |
|
|
2023
Q4 | – | Sell |
-324
| Closed | -$27.7K | – | 842 |
|
|
2023
Q3 | $27.7K | Hold |
324
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $29.3K | Hold |
324
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $31K | Buy |
324
+3
| +0.9% | +$287 | ﹤0.01% | 371 |
|
|
2022
Q4 | $30.6K | Buy |
321
+2
| +0.6% | +$191 | ﹤0.01% | 382 |
|
|
2022
Q3 | $27K | Buy |
319
+3
| +0.9% | +$254 | ﹤0.01% | 401 |
|
|
2022
Q2 | $30K | Buy |
316
+3
| +1% | +$285 | 0.01% | 387 |
|
|
2022
Q1 | $30K | Sell |
313
-93
| -23% | -$8.91K | 0.01% | 413 |
|
|
2021
Q4 | $35K | Sell |
406
-302
| -43% | -$26K | 0.01% | 427 |
|
|
2021
Q3 | $51K | Buy |
708
+4
| +0.6% | +$288 | 0.01% | 377 |
|
|
2021
Q2 | $51K | Sell |
704
-162
| -19% | -$11.7K | 0.01% | 366 |
|
|
2021
Q1 | $65K | Sell |
866
-606
| -41% | -$45.5K | 0.02% | 306 |
|
|
2020
Q4 | $106K | Buy |
1,472
+612
| +71% | +$44.1K | 0.03% | 243 |
|
|
2020
Q3 | $67K | Buy |
860
+3
| +0.4% | +$234 | 0.02% | 277 |
|
|
2020
Q2 | $62K | Sell |
857
-1,183
| -58% | -$85.6K | 0.02% | 268 |
|
|
2020
Q1 | $159K | Buy |
2,040
+2
| +0.1% | +$156 | 0.07% | 141 |
|
|
2019
Q4 | $184K | Buy |
2,038
+2
| +0.1% | +$181 | 0.06% | 162 |
|
|
2019
Q3 | $192K | Buy |
2,036
+2
| +0.1% | +$189 | 0.06% | 164 |
|
|
2019
Q2 | $178K | Buy |
2,034
+1,038
| +104% | +$90.8K | 0.05% | 163 |
|
|
2019
Q1 | $84K | Buy |
996
+171
| +21% | +$14.4K | 0.03% | 239 |
|
|
2018
Q4 | $63K | Buy |
825
+225
| +38% | +$17.2K | 0.02% | 258 |
|
|
2018
Q3 | $46K | Sell |
600
-228
| -28% | -$17.5K | 0.02% | 310 |
|
|
2018
Q2 | $65K | Sell |
828
-113
| -12% | -$8.87K | 0.03% | 282 |
|
|
2018
Q1 | $73K | Buy |
941
+37
| +4% | +$2.87K | 0.04% | 278 |
|
|
2017
Q4 | $77K | Buy |
904
+8
| +0.9% | +$681 | 0.04% | 264 |
|
|
2017
Q3 | $72K | Buy |
896
+2
| +0.2% | +$161 | 0.04% | 246 |
|
|
2017
Q2 | $72K | Buy |
894
+1
| +0.1% | +$81 | 0.05% | 256 |
|
|
2017
Q1 | $69K | Buy |
893
+12
| +1% | +$927 | 0.04% | 255 |
|
|
2016
Q4 | $65K | Buy |
881
+10
| +1% | +$738 | 0.04% | 278 |
|
|
2016
Q3 | $66K | Sell |
871
-279
| -24% | -$21.1K | 0.04% | 265 |
|
|
2016
Q2 | $92K | Sell |
1,150
-132
| -10% | -$10.6K | 0.07% | 197 |
|
|
2016
Q1 | $98K | Sell |
1,282
-1
| -0.1% | -$76 | 0.08% | 180 |
|
|
2015
Q4 | $82K | Sell |
1,283
-130
| -9% | -$8.31K | 0.06% | 214 |
|
|
2015
Q3 | $94K | Buy |
1,413
+33
| +2% | +$2.2K | 0.07% | 182 |
|
|
2015
Q2 | $80K | Buy |
1,380
+72
| +6% | +$4.17K | 0.06% | 221 |
|
|
2015
Q1 | $80K | Hold |
1,308
| – | – | 0.06% | 219 |
|
|
2014
Q4 | $86K | Hold |
1,308
| – | – | 0.06% | 201 |
|
|
2014
Q3 | $74K | Buy |
1,308
+323
| +33% | +$18.3K | 0.06% | 200 |
|
|
2014
Q2 | $57K | Buy |
985
+105
| +12% | +$6.08K | 0.05% | 216 |
|
|
2014
Q1 | $47K | Sell |
880
-357
| -29% | -$19.1K | 0.05% | 175 |
|
|
2013
Q4 | $68K | Buy |
1,237
+757
| +158% | +$41.6K | 0.04% | 189 |
|
|
2013
Q3 | $26K | Hold |
480
| – | – | 0.02% | 257 |
|
|
2013
Q2 | $28K | Buy |
+480
| New | +$28K | 0.02% | 214 |
|