RIA
Regal Investment Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
31,417
-698
| -2% | -$70K | 0.24% | 117 |
|
|
2025
Q1 | $3.55M | Sell |
32,115
-21,470
| -40% | -$2.37M | 0.29% | 93 |
|
|
2024
Q4 | $4.78M | Buy |
53,585
+581
| +1% | +$51.8K | 0.36% | 77 |
|
|
2024
Q3 | $5.52M | Sell |
53,004
-4,810
| -8% | -$501K | 0.39% | 71 |
|
|
2024
Q2 | $5.17M | Sell |
57,814
-492
| -0.8% | -$44K | 0.34% | 79 |
|
|
2024
Q1 | $5.29M | Sell |
58,306
-1,597
| -3% | -$145K | 0.36% | 78 |
|
|
2023
Q4 | $5.45M | Sell |
59,903
-1,580
| -3% | -$144K | 0.41% | 69 |
|
|
2023
Q3 | $5.26M | Buy |
61,483
+629
| +1% | +$53.8K | 0.44% | 65 |
|
|
2023
Q2 | $5.5M | Sell |
60,854
-3,098
| -5% | -$280K | 0.46% | 62 |
|
|
2023
Q1 | $6.12M | Buy |
63,952
+1,803
| +3% | +$172K | 0.54% | 50 |
|
|
2022
Q4 | $5.92M | Sell |
62,149
-605
| -1% | -$57.7K | 0.57% | 46 |
|
|
2022
Q3 | $5.38M | Buy |
62,754
+609
| +1% | +$52.2K | 0.57% | 47 |
|
|
2022
Q2 | $5.91M | Sell |
62,145
-849
| -1% | -$80.7K | 0.62% | 39 |
|
|
2022
Q1 | $5.96M | Sell |
62,994
-2,301
| -4% | -$218K | 0.55% | 46 |
|
|
2021
Q4 | $5.57M | Sell |
65,295
-1,511
| -2% | -$129K | 0.49% | 51 |
|
|
2021
Q3 | $4.85M | Buy |
66,806
+3,242
| +5% | +$235K | 0.47% | 54 |
|
|
2021
Q2 | $4.56M | Buy |
+63,564
| New | +$4.56M | 0.46% | 55 |
|
|
2021
Q1 | – | Sell |
-82,365
| Closed | -$5.95M | – | 122 |
|
|
2020
Q4 | $5.95M | Buy |
+82,365
| New | +$5.95M | 0.67% | 35 |
|
|
2020
Q1 | – | Sell |
-83,907
| Closed | -$7.59M | – | 87 |
|
|
2019
Q4 | $7.59M | Sell |
83,907
-1,459
| -2% | -$132K | 1.37% | 14 |
|
|
2019
Q3 | $8.07M | Sell |
85,366
-4,453
| -5% | -$421K | 1.57% | 10 |
|
|
2019
Q2 | $7.88M | Buy |
89,819
+3,344
| +4% | +$293K | 1.53% | 11 |
|
|
2019
Q1 | $7.33M | Buy |
86,475
+5,419
| +7% | +$460K | 1.49% | 12 |
|
|
2018
Q4 | $6.2M | Buy |
81,056
+4,287
| +6% | +$328K | 1.36% | 13 |
|
|
2018
Q3 | $5.85M | Buy |
76,769
+27,249
| +55% | +$2.08M | 1.23% | 18 |
|
|
2018
Q2 | $3.86M | Sell |
49,520
-26,704
| -35% | -$2.08M | 1.17% | 15 |
|
|
2018
Q1 | $5.94M | Buy |
76,224
+516
| +0.7% | +$40.2K | 1.31% | 11 |
|
|
2017
Q4 | $6.43M | Buy |
75,708
+5,686
| +8% | +$483K | 1.43% | 11 |
|
|
2017
Q3 | $5.65M | Buy |
70,022
+8,918
| +15% | +$719K | 1.32% | 13 |
|
|
2017
Q2 | $4.94M | Buy |
61,104
+200
| +0.3% | +$16.2K | 1.22% | 16 |
|
|
2017
Q1 | $4.73M | Buy |
60,904
+6,182
| +11% | +$480K | 1.23% | 15 |
|
|
2016
Q4 | $4.03M | Buy |
54,722
+2,925
| +6% | +$216K | 1.11% | 18 |
|
|
2016
Q3 | $3.9M | Buy |
51,797
+2,801
| +6% | +$211K | 1.11% | 18 |
|
|
2016
Q2 | $3.94M | Sell |
48,996
-4
| -0% | -$322 | 1.08% | 18 |
|
|
2016
Q1 | $3.75M | Sell |
49,000
-4,164
| -8% | -$319K | 1.02% | 24 |
|
|
2015
Q4 | $3.42M | Buy |
53,164
+5,604
| +12% | +$360K | 0.89% | 36 |
|
|
2015
Q3 | $3.18M | Sell |
47,560
-41
| -0.1% | -$2.74K | 0.83% | 29 |
|
|
2015
Q2 | $2.76M | Buy |
47,601
+3,886
| +9% | +$225K | 0.75% | 47 |
|
|
2015
Q1 | $2.67M | Buy |
43,715
+4,588
| +12% | +$280K | 0.66% | 54 |
|
|
2014
Q4 | $2.58M | Sell |
39,127
-3,527
| -8% | -$233K | 0.69% | 46 |
|
|
2014
Q3 | $2.42M | Buy |
42,654
+2,933
| +7% | +$166K | 0.73% | 44 |
|
|
2014
Q2 | $2.29M | Buy |
39,721
+12,484
| +46% | +$721K | 0.82% | 38 |
|
|
2014
Q1 | $1.46M | Buy |
27,237
+4,123
| +18% | +$221K | 0.62% | 64 |
|
|
2013
Q4 | $1.28M | Sell |
23,114
-894
| -4% | -$49.4K | 0.73% | 55 |
|
|
2013
Q3 | $1.32M | Buy |
24,008
+4,540
| +23% | +$250K | 0.77% | 32 |
|
|
2013
Q2 | $1.14M | Buy |
+19,468
| New | +$1.14M | 0.63% | 48 |
|