Summit Financial’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	$324K	Buy	3,226 +363	+13%	+$36.4K	0.01%	663
2025 Q1	$317K	Buy	+2,863	New	+$317K	0.01%	599
2024 Q4	–	Sell	-2,138	Closed	-$223K	–	644
2024 Q3	$223K	Buy	+2,138	New	+$223K	0.01%	503