SFG
Sovereign Financial Group’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
20,182
-405
| -2% | -$40.6K | 0.42% | 37 |
|
|
2025
Q1 | $2.28M | Buy |
20,587
+194
| +1% | +$21.5K | 0.52% | 32 |
|
|
2024
Q4 | $1.82M | Buy |
20,393
+459
| +2% | +$41K | 0.42% | 43 |
|
|
2024
Q3 | $2.08M | Buy |
19,934
+16
| +0.1% | +$1.67K | 0.49% | 34 |
|
|
2024
Q2 | $1.78M | Buy |
19,918
+173
| +0.9% | +$15.5K | 0.44% | 41 |
|
|
2024
Q1 | $1.79M | Buy |
19,745
+12
| +0.1% | +$1.09K | 0.48% | 38 |
|
|
2023
Q4 | $1.8M | Buy |
19,733
+89
| +0.5% | +$8.1K | 0.55% | 30 |
|
|
2023
Q3 | $1.68M | Buy |
19,644
+490
| +3% | +$41.9K | 0.6% | 31 |
|
|
2023
Q2 | $1.73M | Buy |
19,154
+21
| +0.1% | +$1.9K | 0.56% | 39 |
|
|
2023
Q1 | $1.83M | Buy |
19,133
+45
| +0.2% | +$4.31K | 0.68% | 33 |
|
|
2022
Q4 | $1.82M | Buy |
19,088
+71
| +0.4% | +$6.77K | 0.72% | 36 |
|
|
2022
Q3 | $1.63M | Buy |
19,017
+424
| +2% | +$36.4K | 0.66% | 37 |
|
|
2022
Q2 | $1.77M | Sell |
18,593
-4
| -0% | -$380 | 0.7% | 35 |
|
|
2022
Q1 | $1.76M | Sell |
18,597
-55
| -0.3% | -$5.21K | 0.65% | 42 |
|
|
2021
Q4 | $1.59M | Sell |
18,652
-160
| -0.9% | -$13.6K | 0.64% | 40 |
|
|
2021
Q3 | $1.37M | Buy |
18,812
+198
| +1% | +$14.4K | 0.79% | 32 |
|
|
2021
Q2 | $1.39M | Hold |
18,614
| – | – | 0.84% | 30 |
|
|
2021
Q1 | $1.39M | Buy |
18,614
+1,708
| +10% | +$128K | 0.87% | 28 |
|
|
2020
Q4 | $1.22M | Buy |
+16,906
| New | +$1.22M | 0.88% | 31 |
|