Strategic Investment Advisors’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
$1.39M Sell
13,855
-367
-3% -$36.7K 0.13% 76
2025
Q1
$1.57M Sell
14,222
-649
-4% -$71.8K 0.17% 76
2024
Q4
$1.33M Buy
14,871
+18
+0.1% +$1.61K 0.14% 86
2024
Q3
$1.55M Buy
14,853
+352
+2% +$36.7K 0.17% 81
2024
Q2
$1.3M Sell
14,501
-2
-0% -$179 0.16% 86
2024
Q1
$1.32M Buy
14,503
+789
+6% +$71.7K 0.17% 86
2023
Q4
$1.25M Sell
13,714
-224
-2% -$20.4K 0.18% 78
2023
Q3
$1.19M Buy
13,938
+4,009
+40% +$343K 0.2% 78
2023
Q2
$898K Buy
+9,929
New +$898K 0.12% 85