BFS
Bard Financial Services’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
8,700
-500
| -5% | -$25.8K | 0.05% | 151 |
|
|
2025
Q1 | $542K | Hold |
9,200
| – | – | 0.07% | 143 |
|
|
2024
Q4 | $735K | Sell |
9,200
-2,100
| -19% | -$168K | 0.09% | 126 |
|
|
2024
Q3 | $984K | Sell |
11,300
-290
| -3% | -$25.3K | 0.12% | 116 |
|
|
2024
Q2 | $832K | Hold |
11,590
| – | – | 0.09% | 129 |
|
|
2024
Q1 | $820K | Sell |
11,590
-900
| -7% | -$63.7K | 0.09% | 127 |
|
|
2023
Q4 | $893K | Sell |
12,490
-1,725
| -12% | -$123K | 0.1% | 123 |
|
|
2023
Q3 | $900K | Sell |
14,215
-500
| -3% | -$31.6K | 0.11% | 117 |
|
|
2023
Q2 | $1.02M | Sell |
14,715
-3,085
| -17% | -$214K | 0.08% | 169 |
|
|
2023
Q1 | $1.26M | Sell |
17,800
-300
| -2% | -$21.2K | 0.1% | 149 |
|
|
2022
Q4 | $1.15M | Sell |
18,100
-2,050
| -10% | -$130K | 0.1% | 148 |
|
|
2022
Q3 | $1.14M | Buy |
20,150
+150
| +0.8% | +$8.49K | 0.11% | 140 |
|
|
2022
Q2 | $1.27M | Sell |
20,000
-2,500
| -11% | -$158K | 0.12% | 138 |
|
|
2022
Q1 | $1.58M | Buy |
22,500
+2,300
| +11% | +$161K | 0.13% | 119 |
|
|
2021
Q4 | $1.38M | Buy |
20,200
+15,800
| +359% | +$1.08M | 0.11% | 128 |
|
|
2021
Q3 | $244K | Buy |
+4,400
| New | +$244K | 0.02% | 243 |
|