Atlas Capital Advisors’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$660K	Buy	+9,014	New	+$608K	0.08%	212
2025 Q1	–	Sell	-1,353	Closed	-$108K	–	992
2024 Q4	$108K	Sell	1,353 -870	-39%	-$72.7K	0.01%	508
2024 Q3	$194K	Buy	2,223 +987	+80%	+$80.2K	0.03%	373
2024 Q2	$88.8K	Buy	+1,236	New	+$89.6K	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%	-$4.74K	﹤0.01%	679
2023 Q2	$19.4K	Buy	+279	New	+$19.6K	﹤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	+$582	﹤0.01%	919
2020 Q3	–	Sell	-142	Closed	-$7.71K	–	388
2020 Q2	$7.71K	Sell	142 -225	-61%	-$12.9K	﹤0.01%	627
2020 Q1	$20.1K	Sell	367 -509	-58%	-$35.3K	0.01%	515
2019 Q4	$66.1K	Sell	876 -7,703	-90%	-$545K	0.02%	436
2019 Q3	$647K	Buy	+8,579	New	+$617K	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	+$8.31K	﹤0.01%	487