Sound Financial Strategies Group’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
Q2 | $729K | Sell |
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|
2025
Q1 | $830K | Sell |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $689K | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $786K | Sell |
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|
2023
Q2 | $880K | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $740K | Sell |
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|
2020
Q2 | $693K | Sell |
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|
2020
Q1 | $755K | Sell |
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|
2019
Q4 | $2.04M | Buy |
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