CreativeOne Wealth’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
$368K Buy
7,126
+1,370
+24% +$70.7K 0.01% 850
2025
Q1
$339K Buy
5,756
+1,508
+35% +$88.9K 0.01% 820
2024
Q4
$339K Sell
4,248
-280
-6% -$22.4K 0.01% 832
2024
Q3
$394K Buy
+4,528
New +$394K 0.01% 705
2024
Q2
Sell
-3,246
Closed -$230K 806
2024
Q1
$230K Buy
+3,246
New +$230K 0.01% 802
2021
Q2
Sell
-5,246
Closed -$307K 678
2021
Q1
$307K Buy
5,246
+132
+3% +$7.73K 0.02% 439
2020
Q4
$321K Buy
+5,114
New +$321K 0.03% 362