Steward Partners Investment Advisory’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
17,285
+831
| +5% | +$83.4K | 0.01% | 757 |
|
|
2025
Q1 | $1.82M | Sell |
16,454
-178
| -1% | -$19.7K | 0.02% | 685 |
|
|
2024
Q4 | $1.48M | Sell |
16,632
-1,857
| -10% | -$166K | 0.01% | 729 |
|
|
2024
Q3 | $1.93M | Buy |
18,489
+1,171
| +7% | +$122K | 0.02% | 639 |
|
|
2024
Q2 | $1.55M | Buy |
17,318
+2,004
| +13% | +$179K | 0.02% | 664 |
|
|
2024
Q1 | $1.39M | Buy |
15,314
+927
| +6% | +$84.2K | 0.02% | 691 |
|
|
2023
Q4 | $1.31M | Sell |
14,387
-5
| -0% | -$455 | 0.02% | 639 |
|
|
2023
Q3 | $1.23M | Buy |
14,392
+587
| +4% | +$50.2K | 0.02% | 607 |
|
|
2023
Q2 | $1.25M | Buy |
13,805
+989
| +8% | +$89.4K | 0.02% | 625 |
|
|
2023
Q1 | $1.23M | Buy |
12,816
+5
| +0% | +$478 | 0.02% | 629 |
|
|
2022
Q4 | $1.22M | Sell |
12,811
-330
| -3% | -$31.5K | 0.02% | 597 |
|
|
2022
Q3 | $1.13M | Buy |
13,141
+310
| +2% | +$26.6K | 0.02% | 586 |
|
|
2022
Q2 | $1.22M | Sell |
12,831
-2,527
| -16% | -$240K | 0.02% | 575 |
|
|
2022
Q1 | $1.45M | Sell |
15,358
-1,657
| -10% | -$157K | 0.02% | 577 |
|
|
2021
Q4 | $1.45M | Sell |
17,015
-1,965
| -10% | -$168K | 0.02% | 586 |
|
|
2021
Q3 | $1.38M | Buy |
18,980
+69
| +0.4% | +$5.01K | 0.02% | 557 |
|
|
2021
Q2 | $1.36M | Buy |
18,911
+1,665
| +10% | +$119K | 0.02% | 568 |
|
|
2021
Q1 | $1.29M | Buy |
17,246
+4,019
| +30% | +$301K | 0.02% | 558 |
|
|
2020
Q4 | $956K | Sell |
13,227
-1,526
| -10% | -$110K | 0.02% | 571 |
|
|
2020
Q3 | $1.15M | Buy |
14,753
+714
| +5% | +$55.6K | 0.03% | 446 |
|
|
2020
Q2 | $1.01M | Buy |
14,039
+1,724
| +14% | +$124K | 0.03% | 447 |
|
|
2020
Q1 | $960K | Buy |
12,315
+482
| +4% | +$37.6K | 0.04% | 393 |
|
|
2019
Q4 | $1.07M | Buy |
11,833
+150
| +1% | +$13.6K | 0.03% | 440 |
|
|
2019
Q3 | $1.1M | Buy |
11,683
+1,036
| +10% | +$97.8K | 0.04% | 384 |
|
|
2019
Q2 | $933K | Sell |
10,647
-160
| -1% | -$14K | 0.03% | 408 |
|
|
2019
Q1 | $916K | Sell |
10,807
-83
| -0.8% | -$7.04K | 0.04% | 382 |
|
|
2018
Q4 | $832K | Buy |
10,890
+2,689
| +33% | +$205K | 0.04% | 371 |
|
|
2018
Q3 | $625K | Buy |
8,201
+5,351
| +188% | +$408K | 0.03% | 454 |
|
|
2018
Q2 | $222K | Sell |
2,850
-131
| -4% | -$10.2K | 0.01% | 633 |
|
|
2018
Q1 | $232K | Sell |
2,981
-133
| -4% | -$10.4K | 0.02% | 586 |
|
|
2017
Q4 | $264K | Hold |
3,114
| – | – | 0.02% | 472 |
|
|
2017
Q3 | $251K | Buy |
3,114
+784
| +34% | +$63.2K | 0.03% | 398 |
|
|
2017
Q2 | $188K | Buy |
2,330
+758
| +48% | +$61.2K | 0.02% | 410 |
|
|
2017
Q1 | $122K | Buy |
+1,572
| New | +$122K | 0.02% | 402 |
|