Powell 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 | $669K | Hold |
6,671
| – | – | 0.25% | 61 |
|
|
2025
Q1 | $738K | Hold |
6,671
| – | – | 0.36% | 42 |
|
|
2024
Q4 | $595K | Hold |
6,671
| – | – | 0.28% | 57 |
|
|
2024
Q3 | $695K | Hold |
6,671
| – | – | 0.32% | 48 |
|
|
2024
Q2 | $597K | Hold |
6,671
| – | – | 0.31% | 50 |
|
|
2024
Q1 | $606K | Hold |
6,671
| – | – | 0.32% | 48 |
|
|
2023
Q4 | $607K | Hold |
6,671
| – | – | 0.34% | 48 |
|
|
2023
Q3 | $571K | Hold |
6,671
| – | – | 0.34% | 50 |
|
|
2023
Q2 | $603K | Hold |
6,671
| – | – | 0.35% | 49 |
|
|
2023
Q1 | $638K | Hold |
6,671
| – | – | 0.36% | 48 |
|
|
2022
Q4 | $636K | Hold |
6,671
| – | – | 0.37% | 47 |
|
|
2022
Q3 | $572K | Buy |
6,671
+1,944
| +41% | +$167K | 0.38% | 47 |
|
|
2022
Q2 | $450K | Hold |
4,727
| – | – | 0.27% | 57 |
|
|
2022
Q1 | $448K | Hold |
4,727
| – | – | 0.26% | 59 |
|
|
2021
Q4 | $403K | Hold |
4,727
| – | – | 0.23% | 59 |
|
|
2021
Q3 | $343K | Hold |
4,727
| – | – | 0.21% | 67 |
|
|
2021
Q2 | $339K | Hold |
4,727
| – | – | 0.21% | 67 |
|
|
2021
Q1 | $354K | Sell |
4,727
-200
| -4% | -$15K | 0.23% | 58 |
|
|
2020
Q4 | $356K | Sell |
4,927
-200
| -4% | -$14.5K | 0.27% | 52 |
|
|
2020
Q3 | $399K | Hold |
5,127
| – | – | 0.34% | 43 |
|
|
2020
Q2 | $369K | Hold |
5,127
| – | – | 0.36% | 48 |
|
|
2020
Q1 | $400K | Hold |
5,127
| – | – | 0.48% | 43 |
|
|
2019
Q4 | $464K | Buy |
+5,127
| New | +$464K | 0.48% | 45 |
|