Clearstead Advisors’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 | $86.7K | Buy |
1,680
+364
| +28% | +$18.8K | ﹤0.01% | 1106 |
|
|
2025
Q1 | $77.5K | Buy |
1,316
+1,164
| +766% | +$68.6K | ﹤0.01% | 1051 |
|
|
2024
Q4 | $12.2K | Sell |
152
-220
| -59% | -$17.6K | ﹤0.01% | 1521 |
|
|
2024
Q3 | $32.4K | Buy |
372
+192
| +107% | +$16.7K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $12.9K | Hold |
180
| – | – | ﹤0.01% | 1487 |
|
|
2024
Q1 | $13.4K | Sell |
180
-24
| -12% | -$1.79K | ﹤0.01% | 1012 |
|
|
2023
Q4 | $14.6K | Sell |
204
-136
| -40% | -$9.72K | ﹤0.01% | 991 |
|
|
2023
Q3 | $21.5K | Buy |
340
+170
| +100% | +$10.8K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $11.8K | Hold |
170
| – | – | ﹤0.01% | 965 |
|
|
2023
Q1 | $12K | Sell |
170
-433
| -72% | -$30.6K | ﹤0.01% | 925 |
|
|
2022
Q4 | $38.4K | Buy |
603
+208
| +53% | +$13.2K | ﹤0.01% | 665 |
|
|
2022
Q3 | $22K | Buy |
395
+90
| +30% | +$5.01K | ﹤0.01% | 751 |
|
|
2022
Q2 | $19K | Buy |
+305
| New | +$19K | ﹤0.01% | 809 |
|
|
2021
Q4 | – | Sell |
-902
| Closed | -$50K | – | 1312 |
|
|
2021
Q3 | $50K | Buy |
902
+78
| +9% | +$4.32K | ﹤0.01% | 608 |
|
|
2021
Q2 | $48K | Buy |
+824
| New | +$48K | ﹤0.01% | 561 |
|