Sage Mountain 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 | $591K | Buy |
5,886
+2
| +0% | +$201 | 0.04% | 217 |
|
|
2025
Q1 | $651K | Buy |
+5,884
| New | +$651K | 0.05% | 182 |
|
|
2024
Q4 | – | Sell |
-2,342
| Closed | -$244K | – | 489 |
|
|
2024
Q3 | $244K | Sell |
2,342
-786
| -25% | -$81.8K | 0.02% | 337 |
|
|
2024
Q2 | $280K | Sell |
3,128
-68
| -2% | -$6.08K | 0.03% | 269 |
|
|
2024
Q1 | $290K | Sell |
3,196
-505
| -14% | -$45.9K | 0.03% | 245 |
|
|
2023
Q4 | $337K | Sell |
3,701
-135
| -4% | -$12.3K | 0.04% | 184 |
|
|
2023
Q3 | $328K | Buy |
3,836
+88
| +2% | +$7.53K | 0.05% | 175 |
|
|
2023
Q2 | $339K | Buy |
3,748
+41
| +1% | +$3.71K | 0.05% | 165 |
|
|
2023
Q1 | $355K | Buy |
+3,707
| New | +$355K | 0.06% | 144 |
|