SFA
Sequoia Financial Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
19,795
+5,743
| +41% | +$576K | 0.01% | 473 |
|
|
2025
Q1 | $1.55M | Buy |
14,052
+556
| +4% | +$61.5K | 0.01% | 492 |
|
|
2024
Q4 | $1.2M | Buy |
13,496
+961
| +8% | +$85.7K | 0.01% | 526 |
|
|
2024
Q3 | $1.31M | Buy |
12,535
+2,317
| +23% | +$241K | 0.01% | 467 |
|
|
2024
Q2 | $914K | Sell |
10,218
-612
| -6% | -$54.7K | 0.01% | 496 |
|
|
2024
Q1 | $983K | Buy |
10,830
+926
| +9% | +$84.1K | 0.01% | 479 |
|
|
2023
Q4 | $901K | Buy |
9,904
+4,548
| +85% | +$414K | 0.01% | 555 |
|
|
2023
Q3 | $458K | Sell |
5,356
-32
| -0.6% | -$2.74K | 0.01% | 541 |
|
|
2023
Q2 | $487K | Buy |
5,388
+971
| +22% | +$87.8K | 0.01% | 534 |
|
|
2023
Q1 | $423K | Buy |
4,417
+228
| +5% | +$21.8K | 0.01% | 517 |
|
|
2022
Q4 | $399K | Buy |
+4,189
| New | +$399K | 0.01% | 494 |
|
|
2022
Q3 | – | Sell |
-2,216
| Closed | -$211K | – | 553 |
|
|
2022
Q2 | $211K | Sell |
2,216
-46
| -2% | -$4.38K | 0.01% | 536 |
|
|
2022
Q1 | $214K | Buy |
+2,262
| New | +$214K | 0.01% | 604 |
|
|
2020
Q2 | – | Sell |
-6,825
| Closed | -$532K | – | 374 |
|
|
2020
Q1 | $532K | Buy |
+6,825
| New | +$532K | 0.04% | 190 |
|