Creative Planning’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 | $3.52M | Sell |
68,273
-14,014
| -17% | -$723K | ﹤0.01% | 938 |
|
|
2025
Q1 | $4.85M | Buy |
82,287
+27,646
| +51% | +$1.63M | ﹤0.01% | 719 |
|
|
2024
Q4 | $4.36M | Buy |
54,641
+3,679
| +7% | +$294K | ﹤0.01% | 712 |
|
|
2024
Q3 | $4.44M | Buy |
50,962
+3,078
| +6% | +$268K | ﹤0.01% | 680 |
|
|
2024
Q2 | $3.44M | Sell |
47,884
-993
| -2% | -$71.3K | ﹤0.01% | 762 |
|
|
2024
Q1 | $3.46M | Sell |
48,877
-299
| -0.6% | -$21.2K | ﹤0.01% | 741 |
|
|
2023
Q4 | $3.52M | Sell |
49,176
-1,155
| -2% | -$82.6K | 0.01% | 675 |
|
|
2023
Q3 | $3.19M | Buy |
50,331
+6,109
| +14% | +$387K | ﹤0.01% | 671 |
|
|
2023
Q2 | $3.07M | Sell |
44,222
-1,189
| -3% | -$82.6K | ﹤0.01% | 662 |
|
|
2023
Q1 | $3.21M | Buy |
45,411
+4,465
| +11% | +$315K | ﹤0.01% | 624 |
|
|
2022
Q4 | $2.6M | Buy |
40,946
+2,623
| +7% | +$167K | ﹤0.01% | 666 |
|
|
2022
Q3 | $2.17M | Buy |
38,323
+2,327
| +6% | +$132K | ﹤0.01% | 675 |
|
|
2022
Q2 | $2.28M | Buy |
35,996
+4,065
| +13% | +$257K | ﹤0.01% | 675 |
|
|
2022
Q1 | $2.24M | Buy |
31,931
+3,735
| +13% | +$262K | ﹤0.01% | 678 |
|
|
2021
Q4 | $1.92M | Sell |
28,196
-3,914
| -12% | -$267K | ﹤0.01% | 697 |
|
|
2021
Q3 | $1.78M | Buy |
32,110
+1,142
| +4% | +$63.3K | ﹤0.01% | 718 |
|
|
2021
Q2 | $1.79M | Sell |
30,968
-7,387
| -19% | -$427K | ﹤0.01% | 716 |
|
|
2021
Q1 | $2.25M | Sell |
38,355
-2,894
| -7% | -$170K | ﹤0.01% | 667 |
|
|
2020
Q4 | $2.59M | Buy |
41,249
+2,457
| +6% | +$154K | 0.01% | 567 |
|
|
2020
Q3 | $1.97M | Buy |
38,792
+1,169
| +3% | +$59.4K | 0.01% | 563 |
|
|
2020
Q2 | $2.04M | Sell |
37,623
-590
| -2% | -$32K | 0.01% | 481 |
|
|
2020
Q1 | $2.09M | Sell |
38,213
-69
| -0.2% | -$3.78K | 0.01% | 417 |
|
|
2019
Q4 | $2.89M | Sell |
38,282
-4,622
| -11% | -$349K | 0.01% | 405 |
|
|
2019
Q3 | $3.24M | Buy |
42,904
+1,201
| +3% | +$90.6K | 0.01% | 373 |
|
|
2019
Q2 | $2.81M | Buy |
41,703
+463
| +1% | +$31.2K | 0.01% | 406 |
|
|
2019
Q1 | $2.55M | Buy |
41,240
+1,886
| +5% | +$117K | 0.01% | 399 |
|
|
2018
Q4 | $2.23M | Buy |
39,354
+12,044
| +44% | +$684K | 0.01% | 400 |
|
|
2018
Q3 | $1.85M | Buy |
27,310
+4,125
| +18% | +$279K | 0.01% | 496 |
|
|
2018
Q2 | $1.47M | Sell |
23,185
-1,317
| -5% | -$83.3K | 0.01% | 556 |
|
|
2018
Q1 | $1.56M | Buy |
24,502
+589
| +2% | +$37.5K | 0.01% | 527 |
|
|
2017
Q4 | $1.51M | Buy |
23,913
+4,785
| +25% | +$303K | 0.01% | 535 |
|
|
2017
Q3 | $1.48M | Buy |
19,128
+1,127
| +6% | +$87K | 0.01% | 554 |
|
|
2017
Q2 | $1.41M | Buy |
18,001
+1,626
| +10% | +$127K | 0.01% | 550 |
|
|
2017
Q1 | $1.3M | Sell |
16,375
-1,515
| -8% | -$121K | 0.01% | 570 |
|
|
2016
Q4 | $1.29M | Buy |
17,890
+146
| +0.8% | +$10.5K | 0.01% | 529 |
|
|
2016
Q3 | $1.28M | Buy |
17,744
+3,067
| +21% | +$222K | 0.01% | 506 |
|
|
2016
Q2 | $1.14M | Sell |
14,677
-1,015
| -6% | -$78.8K | 0.01% | 485 |
|
|
2016
Q1 | $1.13M | Sell |
15,692
-103
| -0.7% | -$7.4K | 0.01% | 462 |
|
|
2015
Q4 | $935K | Sell |
15,795
-432
| -3% | -$25.6K | 0.01% | 522 |
|
|
2015
Q3 | $1.02M | Buy |
16,227
+2,233
| +16% | +$141K | 0.01% | 467 |
|
|
2015
Q2 | $778K | Sell |
13,994
-765
| -5% | -$42.5K | 0.01% | 543 |
|
|
2015
Q1 | $922K | Buy |
14,759
+2,207
| +18% | +$138K | 0.01% | 493 |
|
|
2014
Q4 | $822K | Buy |
12,552
+3,268
| +35% | +$214K | 0.01% | 513 |
|
|
2014
Q3 | $519K | Sell |
9,284
-67
| -0.7% | -$3.75K | 0.01% | 638 |
|
|
2014
Q2 | $543K | Buy |
9,351
+249
| +3% | +$14.5K | 0.01% | 611 |
|
|
2014
Q1 | $515K | Sell |
9,102
-3,007
| -25% | -$170K | 0.01% | 600 |
|
|
2013
Q4 | $561K | Buy |
12,109
+1,276
| +12% | +$59.1K | 0.01% | 486 |
|
|
2013
Q3 | $499K | Buy |
10,833
+6,002
| +124% | +$276K | 0.01% | 453 |
|
|
2013
Q2 | $233K | Buy |
+4,831
| New | +$233K | 0.01% | 632 |
|