Concord Wealth Partners’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 | $7.74K | Buy |
150
+16
| +12% | +$826 | ﹤0.01% | 574 |
|
|
2025
Q1 | $7.9K | Sell |
134
-139
| -51% | -$8.19K | ﹤0.01% | 530 |
|
|
2024
Q4 | $21.8K | Sell |
273
-104
| -28% | -$8.3K | ﹤0.01% | 444 |
|
|
2024
Q3 | $32.8K | Buy |
377
+277
| +277% | +$24.1K | 0.01% | 395 |
|
|
2024
Q2 | $7.18K | Sell |
100
-631
| -86% | -$45.3K | ﹤0.01% | 544 |
|
|
2024
Q1 | $51.7K | Buy |
731
+391
| +115% | +$27.7K | 0.01% | 346 |
|
|
2023
Q4 | $24.3K | Sell |
340
-661
| -66% | -$47.3K | ﹤0.01% | 454 |
|
|
2023
Q3 | $63.4K | Sell |
1,001
-25
| -2% | -$1.58K | 0.01% | 342 |
|
|
2023
Q2 | $71.3K | Buy |
1,026
+42
| +4% | +$2.92K | 0.02% | 313 |
|
|
2023
Q1 | $69.5K | Sell |
984
-112
| -10% | -$7.91K | 0.02% | 301 |
|
|
2022
Q4 | $69.7K | Buy |
+1,096
| New | +$69.7K | 0.02% | 308 |
|
|
2022
Q3 | – | Sell |
-1,086
| Closed | -$69K | – | 429 |
|
|
2022
Q2 | $69K | Buy |
1,086
+17
| +2% | +$1.08K | 0.02% | 317 |
|
|
2022
Q1 | $75K | Sell |
1,069
-5
| -0.5% | -$351 | 0.02% | 351 |
|
|
2021
Q4 | $73K | Buy |
1,074
+126
| +13% | +$8.56K | 0.02% | 365 |
|
|
2021
Q3 | $53K | Sell |
948
-48
| -5% | -$2.68K | 0.02% | 209 |
|
|
2021
Q2 | $58K | Buy |
996
+729
| +273% | +$42.5K | 0.02% | 330 |
|
|
2021
Q1 | $16K | Buy |
267
+188
| +238% | +$11.3K | 0.01% | 508 |
|
|
2020
Q4 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 414 |
|