Symphony 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 | $1.73M | Buy |
+17,456
| New | +$1.73M | 0.23% | 89 |
|
|
2025
Q1 | – | Sell |
-15,670
| Closed | -$1.46M | – | 130 |
|
|
2024
Q4 | $1.46M | Sell |
15,670
-485
| -3% | -$45.2K | 0.23% | 84 |
|
|
2024
Q3 | $1.68M | Sell |
16,155
-328
| -2% | -$34.1K | 0.28% | 79 |
|
|
2024
Q2 | $1.48M | Sell |
16,483
-9,273
| -36% | -$832K | 0.27% | 77 |
|
|
2024
Q1 | $2.34M | Buy |
25,756
+32
| +0.1% | +$2.91K | 0.55% | 48 |
|
|
2023
Q4 | $2.36M | Sell |
25,724
-2,919
| -10% | -$267K | 0.51% | 52 |
|
|
2023
Q3 | $2.34M | Sell |
28,643
-1,616
| -5% | -$132K | 0.57% | 37 |
|
|
2023
Q2 | $2.71M | Sell |
30,259
-2,606
| -8% | -$233K | 0.67% | 37 |
|
|
2023
Q1 | $3.11M | Sell |
32,865
-588
| -2% | -$55.7K | 0.81% | 30 |
|
|
2022
Q4 | $3.23M | Buy |
33,453
+5,902
| +21% | +$570K | 0.85% | 29 |
|
|
2022
Q3 | $2.42M | Buy |
27,551
+278
| +1% | +$24.4K | 0.79% | 31 |
|
|
2022
Q2 | $2.58M | Buy |
27,273
+80
| +0.3% | +$7.58K | 0.76% | 30 |
|
|
2022
Q1 | $2.65M | Buy |
27,193
+6,900
| +34% | +$673K | 0.62% | 32 |
|
|
2021
Q4 | $1.73M | Buy |
20,293
+10,579
| +109% | +$901K | 0.48% | 40 |
|
|
2021
Q3 | $714K | Sell |
9,714
-649
| -6% | -$47.7K | 0.25% | 70 |
|
|
2021
Q2 | $743K | Buy |
10,363
+4,072
| +65% | +$292K | 0.25% | 67 |
|
|
2021
Q1 | $476K | Sell |
6,291
-1,955
| -24% | -$148K | 0.13% | 117 |
|
|
2020
Q4 | $583K | Sell |
8,246
-875
| -10% | -$61.9K | 0.21% | 81 |
|
|
2020
Q3 | $710K | Buy |
9,121
+325
| +4% | +$25.3K | 0.29% | 53 |
|
|
2020
Q2 | $633K | Buy |
8,796
+4,634
| +111% | +$333K | 0.31% | 57 |
|
|
2020
Q1 | $336K | Buy |
+4,162
| New | +$336K | 0.23% | 67 |
|