Cape Investment Advisory’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 | $137K | Buy |
2,648
+3
| +0.1% | +$155 | 0.05% | 226 |
|
|
2025
Q1 | $156K | Sell |
2,645
-87
| -3% | -$5.13K | 0.06% | 198 |
|
|
2024
Q4 | $218K | Sell |
2,732
-1,376
| -33% | -$110K | 0.09% | 164 |
|
|
2024
Q3 | $358K | Buy |
4,108
+5
| +0.1% | +$435 | 0.15% | 114 |
|
|
2024
Q2 | $295K | Sell |
4,103
-443
| -10% | -$31.8K | 0.13% | 116 |
|
|
2024
Q1 | $322K | Buy |
4,546
+126
| +3% | +$8.91K | 0.15% | 106 |
|
|
2023
Q4 | $316K | Buy |
4,420
+535
| +14% | +$38.2K | 0.15% | 102 |
|
|
2023
Q3 | $246K | Buy |
3,885
+409
| +12% | +$25.9K | 0.14% | 111 |
|
|
2023
Q2 | $241K | Buy |
3,476
+133
| +4% | +$9.24K | 0.13% | 115 |
|
|
2023
Q1 | $236K | Buy |
+3,343
| New | +$236K | 0.14% | 104 |
|