Allworth Financial’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 | $1.08M | Buy |
20,949
+3,486
| +20% | +$180K | 0.01% | 614 |
|
|
2025
Q1 | $1.02M | Sell |
17,463
-1,092
| -6% | -$63.6K | 0.01% | 518 |
|
|
2024
Q4 | $1.08M | Buy |
18,555
+5,322
| +40% | +$310K | 0.01% | 515 |
|
|
2024
Q3 | $1.15M | Sell |
13,233
-282
| -2% | -$24.6K | 0.01% | 415 |
|
|
2024
Q2 | $1.01M | Buy |
13,515
+38
| +0.3% | +$2.85K | 0.01% | 422 |
|
|
2024
Q1 | $953K | Buy |
13,477
+681
| +5% | +$48.2K | 0.01% | 421 |
|
|
2023
Q4 | $915K | Buy |
12,796
+11
| +0.1% | +$786 | 0.01% | 424 |
|
|
2023
Q3 | $809K | Buy |
12,785
+126
| +1% | +$7.97K | 0.01% | 402 |
|
|
2023
Q2 | $879K | Buy |
12,659
+80
| +0.6% | +$5.56K | 0.01% | 403 |
|
|
2023
Q1 | $888K | Buy |
12,579
+321
| +3% | +$22.7K | 0.01% | 367 |
|
|
2022
Q4 | $780K | Sell |
12,258
-356
| -3% | -$22.6K | 0.01% | 377 |
|
|
2022
Q3 | $714K | Buy |
12,614
+185
| +1% | +$10.5K | 0.01% | 370 |
|
|
2022
Q2 | $786K | Buy |
12,429
+481
| +4% | +$30.4K | 0.01% | 341 |
|
|
2022
Q1 | $838K | Sell |
11,948
-74
| -0.6% | -$5.19K | 0.01% | 325 |
|
|
2021
Q4 | $821K | Buy |
12,022
+827
| +7% | +$56.5K | 0.01% | 313 |
|
|
2021
Q3 | $621K | Buy |
11,195
+337
| +3% | +$18.7K | 0.01% | 301 |
|
|
2021
Q2 | $628K | Buy |
10,858
+87
| +0.8% | +$5.03K | 0.01% | 235 |
|
|
2021
Q1 | $631K | Buy |
10,771
+4
| +0% | +$234 | 0.01% | 211 |
|
|
2020
Q4 | $676K | Buy |
10,767
+3
| +0% | +$188 | 0.02% | 145 |
|
|
2020
Q3 | $547K | Sell |
10,764
-2,160
| -17% | -$110K | 0.02% | 140 |
|
|
2020
Q2 | $702K | Buy |
12,924
+1,168
| +10% | +$63.4K | 0.02% | 120 |
|
|
2020
Q1 | $644K | Buy |
11,756
+9
| +0.1% | +$493 | 0.02% | 134 |
|
|
2019
Q4 | $886K | Buy |
11,747
+8
| +0.1% | +$603 | 0.03% | 77 |
|
|
2019
Q3 | $885K | Buy |
11,739
+27
| +0.2% | +$2.04K | 0.03% | 70 |
|
|
2019
Q2 | $789K | Sell |
11,712
-1,308
| -10% | -$88.1K | 0.03% | 75 |
|
|
2019
Q1 | $806K | Buy |
13,020
+800
| +7% | +$49.5K | 0.03% | 71 |
|
|
2018
Q4 | $694K | Buy |
12,220
+150
| +1% | +$8.52K | 0.03% | 73 |
|
|
2018
Q3 | $817K | Hold |
12,070
| – | – | 0.04% | 68 |
|
|
2018
Q2 | $764K | Buy |
12,070
+45
| +0.4% | +$2.85K | 0.04% | 68 |
|
|
2018
Q1 | $765K | Buy |
12,025
+1,681
| +16% | +$107K | 0.06% | 43 |
|
|
2017
Q4 | $654K | Buy |
10,344
+5
| +0% | +$316 | 0.05% | 50 |
|
|
2017
Q3 | $798K | Hold |
10,339
| – | – | 0.07% | 40 |
|
|
2017
Q2 | $808K | Sell |
10,339
-112
| -1% | -$8.75K | 0.07% | 39 |
|
|
2017
Q1 | $832K | Buy |
10,451
+112
| +1% | +$8.92K | 0.08% | 37 |
|
|
2016
Q4 | $744K | Hold |
10,339
| – | – | 0.08% | 41 |
|
|
2016
Q3 | $747K | Sell |
10,339
-113
| -1% | -$8.16K | 0.08% | 39 |
|
|
2016
Q2 | $812K | Hold |
10,452
| – | – | 0.09% | 38 |
|
|
2016
Q1 | $751K | Buy |
10,452
+300
| +3% | +$21.6K | 0.09% | 46 |
|
|
2015
Q4 | $601K | Hold |
10,152
| – | – | 0.11% | 50 |
|
|
2015
Q3 | $640K | Buy |
10,152
+2
| +0% | +$126 | 0.23% | 44 |
|
|
2015
Q2 | $564K | Buy |
10,150
+151
| +2% | +$8.39K | 0.2% | 49 |
|
|
2015
Q1 | $625K | Buy |
9,999
+9
| +0.1% | +$563 | 0.23% | 42 |
|
|
2014
Q4 | $654K | Buy |
9,990
+8
| +0.1% | +$524 | 0.25% | 39 |
|
|
2014
Q3 | $558K | Buy |
9,982
+9
| +0.1% | +$503 | 0.22% | 40 |
|
|
2014
Q2 | $580K | Buy |
9,973
+661
| +7% | +$38.4K | 0.26% | 27 |
|
|
2014
Q1 | $527K | Buy |
9,312
+11
| +0.1% | +$623 | 0.23% | 27 |
|
|
2013
Q4 | $431K | Sell |
9,301
-140
| -1% | -$6.49K | 0.21% | 33 |
|
|
2013
Q3 | $435K | Buy |
9,441
+9
| +0.1% | +$415 | 0.23% | 38 |
|
|
2013
Q2 | $454K | Buy |
+9,432
| New | +$454K | 0.26% | 34 |
|