Sequoia Financial Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $914K | Sell |
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|
2024
Q1 | $983K | Buy |
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|
2023
Q4 | $901K | Buy |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $532K | Buy |
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