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SFMG Wealth Advisors’s Consolidated Edison ED Stock Holding History

SFMG Wealth Advisors’s Portfolio ED Stock Details ED Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Sell
2,010
-10
-0.5% -$1K 0.02% 258
2025
Q1 		$223K Buy
+2,020
New +$223K 0.02% 245
2024
Q4 		– Sell
-1,999
Closed -$208K – 281
2024
Q3 		$208K Buy
+1,999
New +$208K 0.02% 247