Stiles Financial Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,486
| Closed | -$222K | – | 174 |
|
|
2024
Q4 | $222K | Buy |
2,486
+22
| +0.9% | +$1.96K | 0.08% | 171 |
|
|
2024
Q3 | $257K | Buy |
2,464
+19
| +0.8% | +$1.98K | 0.09% | 166 |
|
|
2024
Q2 | $219K | Buy |
2,445
+22
| +0.9% | +$1.97K | 0.08% | 174 |
|
|
2024
Q1 | $220K | Buy |
2,423
+22
| +0.9% | +$2K | 0.09% | 168 |
|
|
2023
Q4 | $218K | Buy |
2,401
+22
| +0.9% | +$2K | 0.1% | 158 |
|
|
2023
Q3 | $204K | Buy |
2,379
+21
| +0.9% | +$1.8K | 0.11% | 165 |
|
|
2023
Q2 | $213K | Buy |
2,358
+20
| +0.9% | +$1.81K | 0.11% | 174 |
|
|
2023
Q1 | $224K | Buy |
2,338
+20
| +0.9% | +$1.91K | 0.12% | 163 |
|
|
2022
Q4 | $221K | Buy |
+2,318
| New | +$221K | 0.13% | 159 |
|
|
2022
Q3 | – | Sell |
-2,282
| Closed | -$217K | – | 170 |
|
|
2022
Q2 | $217K | Buy |
2,282
+20
| +0.9% | +$1.9K | 0.13% | 153 |
|
|
2022
Q1 | $214K | Buy |
+2,262
| New | +$214K | 0.11% | 167 |
|