RIA Advisory Group’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,298
| Closed | -$473K | – | 145 |
|
|
2024
Q4 | $473K | Buy |
5,298
+7
| +0.1% | +$625 | 0.16% | 78 |
|
|
2024
Q3 | $551K | Buy |
+5,291
| New | +$551K | 0.19% | 62 |
|
|
2024
Q1 | $419K | Sell |
4,617
-1,658
| -26% | -$151K | 0.17% | 76 |
|
|
2023
Q4 | $571K | Sell |
6,275
-1,407
| -18% | -$128K | 0.24% | 53 |
|
|
2023
Q3 | $657K | Buy |
7,682
+348
| +5% | +$29.8K | 0.29% | 44 |
|
|
2023
Q2 | $663K | Buy |
7,334
+2,113
| +40% | +$191K | 0.29% | 54 |
|
|
2023
Q1 | $500K | Buy |
+5,221
| New | +$500K | 0.23% | 64 |
|