CarsonAllaria Wealth Management’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
$140K Sell
2,721
-14
-0.5% -$722 0.08% 85
2025
Q1
$161K Buy
2,735
+281
+11% +$16.6K 0.09% 78
2024
Q4
$196K Sell
2,454
-514
-17% -$41K 0.11% 66
2024
Q3
$259K Sell
2,968
-200
-6% -$17.4K 0.15% 54
2024
Q2
$228K Sell
3,168
-486
-13% -$34.9K 0.14% 60
2024
Q1
$258K Sell
3,654
-649
-15% -$45.9K 0.16% 55
2023
Q4
$308K Sell
4,303
-129
-3% -$9.22K 0.22% 47
2023
Q3
$281K Buy
4,432
+165
+4% +$10.4K 0.23% 49
2023
Q2
$296K Sell
4,267
-39
-0.9% -$2.71K 0.23% 52
2023
Q1
$304K Buy
4,306
+23
+0.5% +$1.62K 0.26% 45
2022
Q4
$273K Buy
4,283
+30
+0.7% +$1.91K 0.24% 54
2022
Q3
$241K Buy
4,253
+16
+0.4% +$907 0.22% 56
2022
Q2
$268K Buy
4,237
+36
+0.9% +$2.28K 0.25% 52
2022
Q1
$295K Buy
4,201
+89
+2% +$6.25K 0.26% 46
2021
Q4
$281K Buy
+4,112
New +$281K 0.25% 49