Valeo 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 | $346K | Buy |
3,449
+426
| +14% | +$42.7K | 0.01% | 529 |
|
|
2025
Q1 | $334K | Buy |
3,023
+302
| +11% | +$33.4K | 0.01% | 505 |
|
|
2024
Q4 | $243K | Buy |
2,721
+12
| +0.4% | +$1.07K | 0.01% | 593 |
|
|
2024
Q3 | $282K | Buy |
2,709
+62
| +2% | +$6.46K | 0.01% | 544 |
|
|
2024
Q2 | $237K | Buy |
2,647
+107
| +4% | +$9.57K | 0.01% | 568 |
|
|
2024
Q1 | $237K | Sell |
2,540
-307
| -11% | -$28.7K | 0.01% | 564 |
|
|
2023
Q4 | $259K | Buy |
2,847
+290
| +11% | +$26.4K | 0.01% | 536 |
|
|
2023
Q3 | $219K | Buy |
2,557
+305
| +14% | +$26.1K | 0.01% | 545 |
|
|
2023
Q2 | $204K | Hold |
2,252
| – | – | 0.01% | 540 |
|
|
2023
Q1 | $215K | Sell |
2,252
-50
| -2% | -$4.78K | 0.01% | 531 |
|
|
2022
Q4 | $219K | Buy |
+2,302
| New | +$219K | 0.01% | 461 |
|
|
2021
Q2 | – | Sell |
-1,300
| Closed | -$97K | – | 793 |
|
|
2021
Q1 | $97K | Sell |
1,300
-426
| -25% | -$31.8K | ﹤0.01% | 615 |
|
|
2020
Q4 | $125K | Sell |
1,726
-25
| -1% | -$1.81K | 0.01% | 504 |
|
|
2020
Q3 | $136K | Sell |
1,751
-18
| -1% | -$1.4K | 0.01% | 397 |
|
|
2020
Q2 | $127K | Buy |
1,769
+18
| +1% | +$1.29K | 0.01% | 416 |
|
|
2020
Q1 | $154K | Buy |
1,751
+25
| +1% | +$2.2K | 0.02% | 331 |
|
|
2019
Q4 | $156K | Hold |
1,726
| – | – | 0.02% | 364 |
|
|
2019
Q3 | $163K | Hold |
1,726
| – | – | 0.02% | 335 |
|
|
2019
Q2 | $151K | Buy |
1,726
+426
| +33% | +$37.3K | 0.02% | 345 |
|
|
2019
Q1 | $110K | Buy |
1,300
+550
| +73% | +$46.5K | 0.01% | 389 |
|
|
2018
Q4 | $57K | Buy |
750
+50
| +7% | +$3.8K | 0.01% | 495 |
|
|
2018
Q3 | $53K | Hold |
700
| – | – | 0.01% | 534 |
|
|
2018
Q2 | $55K | Hold |
700
| – | – | 0.01% | 519 |
|
|
2018
Q1 | $55K | Hold |
700
| – | – | 0.01% | 472 |
|
|
2017
Q4 | $59K | Hold |
700
| – | – | 0.01% | 443 |
|
|
2017
Q3 | $56K | Buy |
+700
| New | +$56K | 0.01% | 387 |
|