SkyOak Wealth’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
Q3 | $448K | Hold |
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|
2025
Q2 | $447K | Hold |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $341K | Hold |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $251K | Hold |
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|
2020
Q1 | $272K | Sell |
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|
2019
Q4 | $318K | Buy |
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