SWA
SOA Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
13,741
-362
| -3% | -$36.3K | 0.26% | 63 |
|
|
2025
Q1 | $1.56M | Sell |
14,103
-2,825
| -17% | -$312K | 0.33% | 54 |
|
|
2024
Q4 | $1.51M | Sell |
16,928
-3,220
| -16% | -$287K | 0.28% | 59 |
|
|
2024
Q3 | $2.1M | Sell |
20,148
-43
| -0.2% | -$4.48K | 0.4% | 50 |
|
|
2024
Q2 | $1.81M | Sell |
20,191
-805
| -4% | -$72K | 0.36% | 52 |
|
|
2024
Q1 | $1.91M | Sell |
20,996
-516
| -2% | -$46.9K | 0.39% | 49 |
|
|
2023
Q4 | $1.96M | Buy |
21,512
+319
| +2% | +$29K | 0.44% | 46 |
|
|
2023
Q3 | $1.81M | Buy |
21,193
+725
| +4% | +$62K | 0.45% | 46 |
|
|
2023
Q2 | $1.85M | Sell |
20,468
-39
| -0.2% | -$3.53K | 0.43% | 48 |
|
|
2023
Q1 | $1.96M | Sell |
20,507
-2,318
| -10% | -$222K | 0.48% | 44 |
|
|
2022
Q4 | $2.18M | Buy |
22,825
+28
| +0.1% | +$2.67K | 0.59% | 39 |
|
|
2022
Q3 | $1.96M | Buy |
22,797
+21
| +0.1% | +$1.8K | 0.59% | 41 |
|
|
2022
Q2 | $2.17M | Buy |
22,776
+19
| +0.1% | +$1.81K | 0.64% | 39 |
|
|
2022
Q1 | $2.15M | Buy |
22,757
+1,984
| +10% | +$188K | 0.53% | 49 |
|
|
2021
Q4 | $1.77M | Sell |
20,773
-1,926
| -8% | -$164K | 0.43% | 52 |
|
|
2021
Q3 | $1.65M | Buy |
22,699
+33
| +0.1% | +$2.39K | 0.42% | 52 |
|
|
2021
Q2 | $1.63M | Buy |
22,666
+1,991
| +10% | +$143K | 0.42% | 53 |
|
|
2021
Q1 | $1.55M | Sell |
20,675
-280
| -1% | -$20.9K | 0.43% | 55 |
|
|
2020
Q4 | $1.52M | Buy |
+20,955
| New | +$1.52M | 0.41% | 49 |
|