Sheaff Brock Investment Advisors’s Consolidated Edison ED Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$470K	Buy	4,247 +25	+0.6%	+$2.77K	0.04%	267
2024 Q4	$377K	Buy	+4,222	New	+$377K	0.03%	297
2024 Q2	–	Sell	-2,922	Closed	-$265K	–	472
2024 Q1	$265K	Hold	2,922	–	–	0.02%	370
2023 Q4	$266K	Hold	2,922	–	–	0.02%	366
2023 Q3	$250K	Sell	2,922 -400	-12%	-$34.2K	0.02%	359
2023 Q2	$300K	Hold	3,322	–	–	0.03%	340
2023 Q1	$318K	Hold	3,322	–	–	0.03%	326
2022 Q4	$317K	Hold	3,322	–	–	0.03%	322
2022 Q3	$285K	Hold	3,322	–	–	0.03%	339
2022 Q2	$316K	Hold	3,322	–	–	0.03%	321
2022 Q1	$315K	Hold	3,322	–	–	0.02%	355
2021 Q4	$283K	Hold	3,322	–	–	0.02%	394
2021 Q3	$241K	Hold	3,322	–	–	0.02%	430
2021 Q2	$239K	Hold	3,322	–	–	0.02%	413
2021 Q1	$248K	Sell	3,322 -250	-7%	-$18.7K	0.02%	390
2020 Q4	$258K	Sell	3,572 -400	-10%	-$28.9K	0.02%	362
2020 Q3	$309K	Hold	3,972	–	–	0.03%	296
2020 Q2	$286K	Buy	3,972 +10	+0.3%	+$720	0.03%	306
2020 Q1	$309K	Sell	3,962 -1,962	-33%	-$153K	0.04%	255
2019 Q4	$536K	Hold	5,924	–	–	0.05%	234
2019 Q3	$560K	Hold	5,924	–	–	0.06%	224
2019 Q2	$519K	Hold	5,924	–	–	0.06%	233
2019 Q1	$502K	Sell	5,924 -2,000	-25%	-$169K	0.06%	245
2018 Q4	$606K	Sell	7,924 -466	-6%	-$35.6K	0.1%	198
2018 Q3	$639K	Buy	8,390 +2	+0%	+$152	0.06%	219
2018 Q2	$654K	Sell	8,388 -1,175	-12%	-$91.6K	0.06%	208
2018 Q1	$745K	Sell	9,563 -498	-5%	-$38.8K	0.08%	185
2017 Q4	$855K	Sell	10,061 -499	-5%	-$42.4K	0.11%	178
2017 Q3	$852K	Sell	10,560 -73	-0.7%	-$5.89K	0.11%	179
2017 Q2	$859K	Sell	10,633 -555	-5%	-$44.8K	0.11%	184
2017 Q1	$869K	Sell	11,188 -2,595	-19%	-$202K	0.11%	174
2016 Q4	$1.02M	Sell	13,783 -145	-1%	-$10.7K	0.13%	154
2016 Q3	$1.05M	Sell	13,928 -125	-0.9%	-$9.41K	0.14%	145
2016 Q2	$1.13M	Sell	14,053 -694	-5%	-$55.8K	0.14%	153
2016 Q1	$1.13M	Buy	14,747 +3,659	+33%	+$280K	0.14%	153
2015 Q4	$713K	Buy	+11,088	New	+$713K	0.08%	244