Sowell Financial Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $432K | Sell |
3,819
-171
| -4% | -$18.5K | 0.02% | 688 |
|
|
2025
Q4 | $396K | Sell |
3,990
-256
| -6% | -$25.4K | 0.01% | 724 |
|
|
2025
Q3 | $427K | Sell |
4,246
-103
| -2% | -$10.3K | 0.02% | 676 |
|
|
2025
Q2 | $436K | Buy |
4,349
+452
| +12% | +$47.9K | 0.02% | 650 |
|
|
2025
Q1 | $431K | Buy |
+3,897
| New | +$382K | 0.02% | 625 |
|
|
2023
Q2 | – | Sell |
-3,859
| Closed | -$369K | – | 623 |
|
|
2023
Q1 | $369K | Buy |
+3,859
| New | +$361K | 0.03% | 508 |
|
|
2021
Q2 | – | Sell |
-6,810
| Closed | -$530K | – | 1119 |
|
|
2021
Q1 | $530K | Buy |
6,810
+3,056
| +81% | +$215K | 0.02% | 622 |
|
|
2020
Q4 | $271K | Buy |
3,754
+1,534
| +69% | +$119K | 0.01% | 737 |
|
|
2020
Q3 | $173K | Buy |
2,220
+1
| +0% | +$74 | 0.01% | 780 |
|
|
2020
Q2 | $160K | Sell |
2,219
-74
| -3% | -$5.68K | 0.01% | 800 |
|
|
2020
Q1 | $179K | Buy |
2,293
+76
| +3% | +$6.66K | 0.01% | 677 |
|
|
2019
Q4 | $201K | Buy |
2,217
+681
| +44% | +$61K | 0.02% | 711 |
|
|
2019
Q3 | $145K | Buy |
+1,536
| New | +$136K | 0.01% | 732 |
|
|
2018
Q4 | – | Sell |
-3,169
| Closed | -$241K | – | 476 |
|
|
2018
Q3 | $241K | Buy |
+3,169
| New | +$250K | 0.04% | 298 |
|
|
2018
Q2 | – | Sell |
-8,040
| Closed | -$637K | – | 298 |
|
|
2018
Q1 | $637K | Sell |
8,040
-2,342
| -23% | -$182K | 0.16% | 133 |
|
|
2017
Q4 | $813K | Buy |
10,382
+2,163
| +26% | +$186K | 0.2% | 113 |
|
|
2017
Q3 | $705K | Sell |
8,219
-424
| -5% | -$35.1K | 0.18% | 108 |
|
|
2017
Q2 | $727K | Buy |
+8,643
| New | +$699K | 0.21% | 103 |
|
|
2017
Q1 | – | Sell |
-960
| Closed | -$71K | – | 334 |
|
|
2016
Q4 | $71K | Buy |
+960
| New | +$69.4K | 0.02% | 305 |
|
Other funds holding ED
VCM
VPM
DAM