Clearstead 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	$1.15M	Buy	15,649 +845	+6%	+$57K	0.01%	478
2025 Q4	$889K	Buy	14,804 +6,556	+79%	+$376K	0.01%	508
2025 Q3	$456K	Buy	8,248 +6,568	+391%	+$354K	0.01%	660
2025 Q2	$86.7K	Buy	1,680 +364	+28%	+$20K	﹤0.01%	1110
2025 Q1	$77.5K	Buy	1,316 +1,164	+766%	+$66.9K	﹤0.01%	1054
2024 Q4	$12.2K	Sell	152 -220	-59%	-$18.4K	﹤0.01%	1524
2024 Q3	$32.4K	Buy	372 +192	+107%	+$15.6K	﹤0.01%	1298
2024 Q2	$12.9K	Hold	180	–	–	﹤0.01%	1488
2024 Q1	$13.4K	Sell	180 -24	-12%	-$1.64K	﹤0.01%	1013
2023 Q4	$14.6K	Sell	204 -136	-40%	-$8.94K	﹤0.01%	993
2023 Q3	$21.5K	Buy	340 +170	+100%	+$11.8K	﹤0.01%	1012
2023 Q2	$11.8K	Hold	170	–	–	﹤0.01%	965
2023 Q1	$12K	Sell	170 -433	-72%	-$29.2K	﹤0.01%	925
2022 Q4	$38.4K	Buy	603 +208	+53%	+$12.8K	﹤0.01%	666
2022 Q3	$22K	Buy	395 +90	+30%	+$5.96K	﹤0.01%	753
2022 Q2	$19K	Buy	+305	New	+$20.7K	﹤0.01%	811
2021 Q4	–	Sell	-902	Closed	-$50K	–	1316
2021 Q3	$50K	Buy	902 +78	+9%	+$4.47K	﹤0.01%	611
2021 Q2	$48K	Buy	+824	New	+$47.9K	﹤0.01%	562