SFSG
Sound Financial Strategies Group’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
7,263
-238
| -3% | -$23.9K | 0.62% | 62 |
|
|
2025
Q1 | $830K | Sell |
7,501
-1,601
| -18% | -$177K | 0.74% | 24 |
|
|
2024
Q4 | $812K | Buy |
9,102
+1,268
| +16% | +$113K | 0.68% | 52 |
|
|
2024
Q3 | $816K | Buy |
7,834
+132
| +2% | +$13.7K | 0.66% | 34 |
|
|
2024
Q2 | $689K | Buy |
7,702
+1,591
| +26% | +$142K | 0.6% | 43 |
|
|
2024
Q1 | $555K | Buy |
6,111
+22
| +0.4% | +$2K | 0.46% | 48 |
|
|
2023
Q4 | $554K | Sell |
6,089
-3,103
| -34% | -$282K | 0.47% | 47 |
|
|
2023
Q3 | $786K | Sell |
9,192
-547
| -6% | -$46.8K | 0.65% | 43 |
|
|
2023
Q2 | $880K | Sell |
9,739
-1,123
| -10% | -$102K | 0.64% | 45 |
|
|
2023
Q1 | $1.04M | Sell |
10,862
-410
| -4% | -$39.2K | 0.69% | 30 |
|
|
2022
Q4 | $1.07M | Buy |
+11,272
| New | +$1.07M | 0.78% | 27 |
|
|
2022
Q3 | – | Sell |
-11,853
| Closed | -$1.13M | – | 35 |
|
|
2022
Q2 | $1.13M | Sell |
11,853
-5,224
| -31% | -$497K | 0.88% | 12 |
|
|
2022
Q1 | $1.62M | Buy |
+17,077
| New | +$1.62M | 0.89% | 26 |
|
|
2020
Q4 | – | Sell |
-9,510
| Closed | -$740K | – | 92 |
|
|
2020
Q3 | $740K | Sell |
9,510
-130
| -1% | -$10.1K | 0.47% | 24 |
|
|
2020
Q2 | $693K | Sell |
9,640
-39
| -0.4% | -$2.8K | 0.45% | 24 |
|
|
2020
Q1 | $755K | Sell |
9,679
-12,859
| -57% | -$1M | 0.51% | 16 |
|
|
2019
Q4 | $2.04M | Buy |
+22,538
| New | +$2.04M | 1.29% | 20 |
|