Bard Financial Services’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$481K	Hold	8,700	–	–	0.05%	151
2025 Q2	$449K	Sell	8,700 -500	-5%	-$27.4K	0.05%	151
2025 Q1	$542K	Hold	9,200	–	–	0.07%	143
2024 Q4	$735K	Sell	9,200 -2,100	-19%	-$176K	0.09%	126
2024 Q3	$984K	Sell	11,300 -290	-3%	-$23.6K	0.12%	116
2024 Q2	$832K	Hold	11,590	–	–	0.09%	129
2024 Q1	$820K	Sell	11,590 -900	-7%	-$61.5K	0.09%	127
2023 Q4	$893K	Sell	12,490 -1,725	-12%	-$113K	0.1%	123
2023 Q3	$900K	Sell	14,215 -500	-3%	-$34.8K	0.11%	117
2023 Q2	$1.02M	Sell	14,715 -3,085	-17%	-$217K	0.08%	169
2023 Q1	$1.26M	Sell	17,800 -300	-2%	-$20.3K	0.1%	149
2022 Q4	$1.15M	Sell	18,100 -2,050	-10%	-$126K	0.1%	148
2022 Q3	$1.14M	Buy	20,150 +150	+0.8%	+$9.93K	0.11%	140
2022 Q2	$1.26M	Sell	20,000 -2,500	-11%	-$169K	0.12%	138
2022 Q1	$1.58M	Buy	22,500 +2,300	+11%	+$147K	0.13%	119
2021 Q4	$1.38M	Buy	20,200 +15,800	+359%	+$1M	0.11%	128
2021 Q3	$244K	Buy	+4,400	New	+$252K	0.02%	243