TFC Financial Management’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
$803 Sell
8
-1,060
-99% -$106K ﹤0.01% 605
2025
Q1
$118K Buy
1,068
+5
+0.5% +$553 0.02% 172
2024
Q4
$94.9K Hold
1,063
0.02% 198
2024
Q3
$111K Hold
1,063
0.02% 182
2024
Q2
$95.1K Hold
1,063
0.02% 179
2024
Q1
$96.5K Buy
1,063
+3
+0.3% +$272 0.02% 179
2023
Q4
$96.4K Sell
1,060
-11
-1% -$1K 0.02% 172
2023
Q3
$91.6K Sell
1,071
-5
-0.5% -$428 0.02% 172
2023
Q2
$97.3K Buy
1,076
+2
+0.2% +$181 0.02% 169
2023
Q1
$103K Buy
1,074
+14
+1% +$1.34K 0.03% 165
2022
Q4
$101K Hold
1,060
0.03% 155
2022
Q3
$91K Hold
1,060
0.03% 154
2022
Q2
$101K Sell
1,060
-156
-13% -$14.9K 0.03% 152
2022
Q1
$115K Buy
1,216
+2
+0.2% +$189 0.03% 147
2021
Q4
$104K Buy
1,214
+1
+0.1% +$86 0.03% 161
2021
Q3
$88K Buy
1,213
+1
+0.1% +$73 0.03% 172
2021
Q2
$87K Buy
1,212
+152
+14% +$10.9K 0.03% 165
2021
Q1
$79K Hold
1,060
0.03% 165
2020
Q4
$77K Sell
1,060
-15
-1% -$1.09K 0.03% 164
2020
Q3
$84K Buy
+1,075
New +$84K 0.04% 136