Atlas Capital Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,353
| Closed | -$108K | – | 992 |
|
|
2024
Q4 | $108K | Sell |
1,353
-870
| -39% | -$69.5K | 0.01% | 508 |
|
|
2024
Q3 | $194K | Buy |
2,223
+987
| +80% | +$86K | 0.03% | 373 |
|
|
2024
Q2 | $88.8K | Buy |
+1,236
| New | +$88.8K | 0.01% | 514 |
|
|
2024
Q1 | – | Sell |
-211
| Closed | -$15.1K | – | 912 |
|
|
2023
Q4 | $15.1K | Hold |
211
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $13.4K | Sell |
211
-68
| -24% | -$4.3K | ﹤0.01% | 679 |
|
|
2023
Q2 | $19.4K | Buy |
+279
| New | +$19.4K | ﹤0.01% | 687 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$682 | – | 928 |
|
|
2021
Q4 | $682 | Hold |
10
| – | – | ﹤0.01% | 893 |
|
|
2021
Q3 | $554 | Hold |
10
| – | – | ﹤0.01% | 912 |
|
|
2021
Q2 | $578 | Buy |
+10
| New | +$578 | ﹤0.01% | 919 |
|
|
2020
Q3 | – | Sell |
-142
| Closed | -$7.71K | – | 388 |
|
|
2020
Q2 | $7.71K | Sell |
142
-225
| -61% | -$12.2K | ﹤0.01% | 627 |
|
|
2020
Q1 | $20.1K | Sell |
367
-509
| -58% | -$27.9K | 0.01% | 515 |
|
|
2019
Q4 | $66.1K | Sell |
876
-7,703
| -90% | -$581K | 0.02% | 436 |
|
|
2019
Q3 | $647K | Buy |
+8,579
| New | +$647K | 0.19% | 148 |
|
|
2018
Q3 | – | Sell |
-135
| Closed | -$8.85K | – | 545 |
|
|
2018
Q2 | $8.85K | Hold |
135
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $8.59K | Buy |
+135
| New | +$8.59K | ﹤0.01% | 487 |
|