AE Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
482,570
+256,047
| +113% | +$13.2M | 0.18% | 129 |
|
|
2025
Q1 | $13.3M | Buy |
226,523
+45,926
| +25% | +$2.71M | 0.11% | 203 |
|
|
2024
Q4 | $14.4M | Buy |
180,597
+9,727
| +6% | +$777K | 0.12% | 186 |
|
|
2024
Q3 | $14.9M | Sell |
170,870
-9,101
| -5% | -$793K | 0.14% | 171 |
|
|
2024
Q2 | $12.9M | Sell |
179,971
-1,649
| -0.9% | -$118K | 0.13% | 192 |
|
|
2024
Q1 | $12.8M | Sell |
181,620
-23,814
| -12% | -$1.68M | 0.15% | 191 |
|
|
2023
Q4 | $13.9M | Sell |
205,434
-32,103
| -14% | -$2.17M | 0.07% | 320 |
|
|
2023
Q3 | $15M | Sell |
237,537
-13,345
| -5% | -$845K | 0.09% | 263 |
|
|
2023
Q2 | $17.4M | Sell |
250,882
-554
| -0.2% | -$38.5K | 0.1% | 230 |
|
|
2023
Q1 | $17.7M | Buy |
251,436
+38,284
| +18% | +$2.7M | 0.11% | 216 |
|
|
2022
Q4 | $13.6M | Buy |
213,152
+52,489
| +33% | +$3.34M | 0.1% | 244 |
|
|
2022
Q3 | $9.09M | Buy |
160,663
+36,893
| +30% | +$2.09M | 0.07% | 295 |
|
|
2022
Q2 | $7.83M | Buy |
123,770
+42,822
| +53% | +$2.71M | 0.06% | 327 |
|
|
2022
Q1 | $5.67M | Buy |
80,948
+13,679
| +20% | +$959K | 0.04% | 403 |
|
|
2021
Q4 | $4.59M | Buy |
67,269
+6,368
| +10% | +$435K | 0.03% | 438 |
|
|
2021
Q3 | $3.38M | Buy |
60,901
+16,588
| +37% | +$920K | 0.03% | 480 |
|
|
2021
Q2 | $2.56M | Buy |
44,313
+20,244
| +84% | +$1.17M | 0.02% | 561 |
|
|
2021
Q1 | $1.41M | Sell |
24,069
-34,518
| -59% | -$2.02M | 0.01% | 669 |
|
|
2020
Q4 | $3.68M | Buy |
58,587
+16,519
| +39% | +$1.04M | 0.04% | 333 |
|
|
2020
Q3 | $2.14M | Buy |
42,068
+11,204
| +36% | +$570K | 0.03% | 401 |
|
|
2020
Q2 | $1.68M | Sell |
30,864
-4,040
| -12% | -$219K | 0.03% | 458 |
|
|
2020
Q1 | $1.91M | Buy |
34,904
+4,887
| +16% | +$268K | 0.04% | 319 |
|
|
2019
Q4 | $2.26M | Buy |
30,017
+5,554
| +23% | +$419K | 0.05% | 315 |
|
|
2019
Q3 | $1.85M | Sell |
24,463
-2,884
| -11% | -$218K | 0.05% | 295 |
|
|
2019
Q2 | $1.84M | Buy |
27,347
+23,873
| +687% | +$1.61M | 0.06% | 258 |
|
|
2019
Q1 | $215K | Buy |
+3,474
| New | +$215K | 0.01% | 574 |
|
|
2018
Q4 | – | Sell |
-3,602
| Closed | -$244K | – | 507 |
|
|
2018
Q3 | $244K | Buy |
3,602
+35
| +1% | +$2.37K | 0.01% | 504 |
|
|
2018
Q2 | $226K | Buy |
+3,567
| New | +$226K | 0.02% | 394 |
|