United Capital Financial 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 | $1.34M | Buy |
13,342
+2,148
| +19% | +$216K | 0.01% | 521 |
|
|
2025
Q1 | $1.24M | Buy |
11,194
+1,106
| +11% | +$122K | 0.01% | 522 |
|
|
2024
Q4 | $900K | Buy |
10,088
+770
| +8% | +$68.7K | 0.01% | 572 |
|
|
2024
Q3 | $970K | Sell |
9,318
-866
| -9% | -$90.2K | 0.01% | 546 |
|
|
2024
Q2 | $911K | Buy |
10,184
+593
| +6% | +$53K | 0.01% | 543 |
|
|
2024
Q1 | $871K | Sell |
9,591
-1,784
| -16% | -$162K | 0.01% | 588 |
|
|
2023
Q4 | $1.03M | Buy |
11,375
+6,821
| +150% | +$621K | 0.01% | 553 |
|
|
2023
Q3 | $389K | Sell |
4,554
-3,414
| -43% | -$292K | ﹤0.01% | 689 |
|
|
2023
Q2 | $720K | Sell |
7,968
-2,300
| -22% | -$208K | ﹤0.01% | 619 |
|
|
2023
Q1 | $982K | Sell |
10,268
-1,272
| -11% | -$122K | 0.01% | 576 |
|
|
2022
Q4 | $1.1M | Sell |
11,540
-4,671
| -29% | -$445K | 0.01% | 586 |
|
|
2022
Q3 | $1.39M | Sell |
16,211
-5,048
| -24% | -$433K | 0.01% | 540 |
|
|
2022
Q2 | $2.02M | Buy |
21,259
+394
| +2% | +$37.5K | 0.01% | 487 |
|
|
2022
Q1 | $1.98M | Sell |
20,865
-2,704
| -11% | -$256K | 0.01% | 511 |
|
|
2021
Q4 | $2.01M | Sell |
23,569
-3,878
| -14% | -$331K | 0.01% | 539 |
|
|
2021
Q3 | $1.99M | Sell |
27,447
-5,140
| -16% | -$373K | 0.01% | 524 |
|
|
2021
Q2 | $2.34M | Buy |
32,587
+1,583
| +5% | +$114K | 0.01% | 506 |
|
|
2021
Q1 | $2.32M | Buy |
31,004
+119
| +0.4% | +$8.9K | 0.01% | 478 |
|
|
2020
Q4 | $2.23M | Buy |
30,885
+7,956
| +35% | +$575K | 0.01% | 485 |
|
|
2020
Q3 | $1.78M | Buy |
22,929
+1,108
| +5% | +$86.2K | 0.01% | 528 |
|
|
2020
Q2 | $1.57M | Sell |
21,821
-945
| -4% | -$68K | 0.01% | 560 |
|
|
2020
Q1 | $1.78M | Sell |
22,766
-1,683
| -7% | -$131K | 0.01% | 518 |
|
|
2019
Q4 | $2.21M | Buy |
24,449
+3,177
| +15% | +$287K | 0.01% | 585 |
|
|
2019
Q3 | $2.01M | Sell |
21,272
-2,905
| -12% | -$274K | 0.01% | 584 |
|
|
2019
Q2 | $2.12M | Buy |
24,177
+371
| +2% | +$32.5K | 0.01% | 599 |
|
|
2019
Q1 | $2.02M | Sell |
23,806
-2,850
| -11% | -$242K | 0.01% | 582 |
|
|
2018
Q4 | $2.04M | Sell |
26,656
-166
| -0.6% | -$12.7K | 0.02% | 559 |
|
|
2018
Q3 | $2.04M | Buy |
26,822
+4,388
| +20% | +$334K | 0.01% | 608 |
|
|
2018
Q2 | $1.75M | Sell |
22,434
-991
| -4% | -$77.3K | 0.01% | 622 |
|
|
2018
Q1 | $1.83M | Sell |
23,425
-165,798
| -88% | -$12.9M | 0.01% | 615 |
|
|
2017
Q4 | $16.1M | Buy |
189,223
+7,241
| +4% | +$615K | 0.13% | 195 |
|
|
2017
Q3 | $14.7M | Buy |
181,982
+2,330
| +1% | +$188K | 0.12% | 197 |
|
|
2017
Q2 | $14.5M | Sell |
179,652
-752
| -0.4% | -$60.8K | 0.13% | 181 |
|
|
2017
Q1 | $14M | Buy |
180,404
+1,443
| +0.8% | +$112K | 0.13% | 183 |
|
|
2016
Q4 | $13.2M | Buy |
178,961
+683
| +0.4% | +$50.3K | 0.13% | 182 |
|
|
2016
Q3 | $13.4M | Buy |
178,278
+33
| +0% | +$2.49K | 0.13% | 184 |
|
|
2016
Q2 | $14.3M | Sell |
178,245
-4,690
| -3% | -$375K | 0.15% | 158 |
|
|
2016
Q1 | $14M | Buy |
182,935
+2,760
| +2% | +$211K | 0.15% | 141 |
|
|
2015
Q4 | $11.6M | Buy |
180,175
+3,315
| +2% | +$213K | 0.13% | 173 |
|
|
2015
Q3 | $11.8M | Sell |
176,860
-4,776
| -3% | -$319K | 0.14% | 159 |
|
|
2015
Q2 | $10.5M | Sell |
181,636
-6,868
| -4% | -$398K | 0.12% | 202 |
|
|
2015
Q1 | $11.6M | Buy |
188,504
+178,713
| +1,825% | +$11M | 0.14% | 184 |
|
|
2014
Q4 | $646K | Buy |
9,791
+2,873
| +42% | +$190K | 0.01% | 746 |
|
|
2014
Q3 | $392K | Buy |
+6,918
| New | +$392K | 0.01% | 859 |
|
|
2014
Q2 | – | Sell |
-6,288
| Closed | -$337K | – | 827 |
|
|
2014
Q1 | $337K | Buy |
+6,288
| New | +$337K | 0.01% | 747 |
|
|
2013
Q4 | – | Sell |
-5,111
| Closed | -$282K | – | 674 |
|
|
2013
Q3 | $282K | Sell |
5,111
-3,301
| -39% | -$182K | 0.01% | 571 |
|
|
2013
Q2 | $491K | Buy |
+8,412
| New | +$491K | 0.01% | 507 |
|