Clifford Swan Investment Counsel’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 | $286K | Sell |
5,535
-103
| -2% | -$5.32K | 0.01% | 270 |
|
|
2025
Q1 | $332K | Sell |
5,638
-326
| -5% | -$19.2K | 0.01% | 251 |
|
|
2024
Q4 | $476K | Sell |
5,964
-22
| -0.4% | -$1.76K | 0.02% | 218 |
|
|
2024
Q3 | $521K | Hold |
5,986
| – | – | 0.02% | 217 |
|
|
2024
Q2 | $430K | Sell |
5,986
-21
| -0.3% | -$1.51K | 0.02% | 230 |
|
|
2024
Q1 | $425K | Hold |
6,007
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $429K | Buy |
6,007
+71
| +1% | +$5.08K | 0.02% | 226 |
|
|
2023
Q3 | $376K | Buy |
5,936
+1
| +0% | +$63 | 0.02% | 237 |
|
|
2023
Q2 | $412K | Hold |
5,935
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $419K | Hold |
5,935
| – | – | 0.02% | 223 |
|
|
2022
Q4 | $378K | Sell |
5,935
-106
| -2% | -$6.74K | 0.02% | 234 |
|
|
2022
Q3 | $342K | Sell |
6,041
-41
| -0.7% | -$2.32K | 0.02% | 243 |
|
|
2022
Q2 | $385K | Buy |
6,082
+197
| +3% | +$12.5K | 0.02% | 248 |
|
|
2022
Q1 | $413K | Buy |
5,885
+35
| +0.6% | +$2.46K | 0.02% | 247 |
|
|
2021
Q4 | $399K | Sell |
5,850
-13
| -0.2% | -$887 | 0.01% | 257 |
|
|
2021
Q3 | $371K | Hold |
5,863
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $322K | Hold |
5,863
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $344K | Hold |
5,863
| – | – | 0.01% | 259 |
|
|
2020
Q4 | $368K | Hold |
5,863
| – | – | 0.02% | 251 |
|
|
2020
Q3 | $298K | Sell |
5,863
-112
| -2% | -$5.69K | 0.01% | 265 |
|
|
2020
Q2 | $325K | Buy |
5,975
+43
| +0.7% | +$2.34K | 0.02% | 251 |
|
|
2020
Q1 | $325K | Sell |
5,932
-1,215
| -17% | -$66.6K | 0.02% | 227 |
|
|
2019
Q4 | $539K | Buy |
7,147
+172
| +2% | +$13K | 0.03% | 211 |
|
|
2019
Q3 | $526K | Hold |
6,975
| – | – | 0.03% | 201 |
|
|
2019
Q2 | $470K | Sell |
6,975
-730
| -9% | -$49.2K | 0.02% | 214 |
|
|
2019
Q1 | $477K | Hold |
7,705
| – | – | 0.03% | 212 |
|
|
2018
Q4 | $437K | Buy |
7,705
+125
| +2% | +$7.09K | 0.03% | 210 |
|
|
2018
Q3 | $513K | Hold |
7,580
| – | – | 0.03% | 205 |
|
|
2018
Q2 | $480K | Sell |
7,580
-500
| -6% | -$31.7K | 0.03% | 208 |
|
|
2018
Q1 | $514K | Buy |
8,080
+104
| +1% | +$6.62K | 0.03% | 203 |
|
|
2017
Q4 | $504K | Buy |
7,976
+500
| +7% | +$31.6K | 0.03% | 208 |
|
|
2017
Q3 | $577K | Sell |
7,476
-440
| -6% | -$34K | 0.03% | 198 |
|
|
2017
Q2 | $619K | Hold |
7,916
| – | – | 0.04% | 201 |
|
|
2017
Q1 | $630K | Sell |
7,916
-750
| -9% | -$59.7K | 0.04% | 188 |
|
|
2016
Q4 | $624K | Sell |
8,666
-800
| -8% | -$57.6K | 0.04% | 178 |
|
|
2016
Q3 | $684K | Sell |
9,466
-250
| -3% | -$18.1K | 0.05% | 172 |
|
|
2016
Q2 | $755K | Sell |
9,716
-600
| -6% | -$46.6K | 0.05% | 153 |
|
|
2016
Q1 | $742K | Buy |
10,316
+158
| +2% | +$11.4K | 0.05% | 161 |
|
|
2015
Q4 | $601K | Sell |
10,158
-1,100
| -10% | -$65.1K | 0.04% | 186 |
|
|
2015
Q3 | $710K | Hold |
11,258
| – | – | 0.05% | 163 |
|
|
2015
Q2 | $626K | Hold |
11,258
| – | – | 0.04% | 174 |
|
|
2015
Q1 | $703K | Sell |
11,258
-150
| -1% | -$9.37K | 0.05% | 165 |
|
|
2014
Q4 | $747K | Sell |
11,408
-145
| -1% | -$9.5K | 0.05% | 159 |
|
|
2014
Q3 | $646K | Sell |
11,553
-2,141
| -16% | -$120K | 0.04% | 167 |
|
|
2014
Q2 | $796K | Sell |
13,694
-600
| -4% | -$34.9K | 0.05% | 153 |
|
|
2014
Q1 | $809K | Sell |
14,294
-1,040
| -7% | -$58.9K | 0.06% | 144 |
|
|
2013
Q4 | $710K | Hold |
15,334
| – | – | 0.05% | 142 |
|
|
2013
Q3 | $706K | Sell |
15,334
-1,016
| -6% | -$46.8K | 0.06% | 141 |
|
|
2013
Q2 | $787K | Buy |
+16,350
| New | +$787K | 0.07% | 130 |
|