SkyOak Wealth’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 | $447K | Hold |
4,453
| – | – | 0.09% | 136 |
|
|
2025
Q1 | $492K | Buy |
4,453
+700
| +19% | +$77.4K | 0.11% | 118 |
|
|
2024
Q4 | $335K | Hold |
3,753
| – | – | 0.07% | 157 |
|
|
2024
Q3 | $391K | Hold |
3,753
| – | – | 0.09% | 137 |
|
|
2024
Q2 | $336K | Hold |
3,753
| – | – | 0.08% | 157 |
|
|
2024
Q1 | $341K | Hold |
3,753
| – | – | 0.08% | 166 |
|
|
2023
Q4 | $341K | Hold |
3,753
| – | – | 0.09% | 156 |
|
|
2023
Q3 | $321K | Buy |
3,753
+360
| +11% | +$30.8K | 0.09% | 153 |
|
|
2023
Q2 | $307K | Hold |
3,393
| – | – | 0.09% | 165 |
|
|
2023
Q1 | $325K | Buy |
3,393
+42
| +1% | +$4.02K | 0.1% | 156 |
|
|
2022
Q4 | $319K | Hold |
3,351
| – | – | 0.11% | 154 |
|
|
2022
Q3 | $287K | Hold |
3,351
| – | – | 0.1% | 160 |
|
|
2022
Q2 | $319K | Sell |
3,351
-141
| -4% | -$13.4K | 0.11% | 149 |
|
|
2022
Q1 | $331K | Buy |
3,492
+1
| +0% | +$95 | 0.09% | 165 |
|
|
2021
Q4 | $298K | Buy |
3,491
+1
| +0% | +$85 | 0.08% | 182 |
|
|
2021
Q3 | $253K | Buy |
3,490
+2
| +0.1% | +$145 | 0.07% | 198 |
|
|
2021
Q2 | $250K | Buy |
3,488
+1
| +0% | +$72 | 0.07% | 192 |
|
|
2021
Q1 | $266K | Buy |
3,487
+2
| +0.1% | +$153 | 0.07% | 183 |
|
|
2020
Q4 | $252K | Buy |
3,485
+1
| +0% | +$72 | 0.08% | 181 |
|
|
2020
Q3 | $271K | Buy |
3,484
+1
| +0% | +$78 | 0.1% | 161 |
|
|
2020
Q2 | $251K | Hold |
3,483
| – | – | 0.09% | 201 |
|
|
2020
Q1 | $272K | Sell |
3,483
-36
| -1% | -$2.81K | 0.14% | 167 |
|
|
2019
Q4 | $318K | Buy |
+3,519
| New | +$318K | 0.1% | 223 |
|