CreativeOne Wealth’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Buy	22,623 +14,273	+171%	+$962K	0.04%	404
2025 Q4	$501K	Buy	8,350 +1,514	+22%	+$86.9K	0.01%	788
2025 Q3	$378K	Sell	6,836 -290	-4%	-$15.6K	0.01%	864
2025 Q2	$368K	Buy	7,126 +1,370	+24%	+$75.1K	0.01%	850
2025 Q1	$339K	Buy	5,756 +1,508	+35%	+$86.7K	0.01%	820
2024 Q4	$339K	Sell	4,248 -280	-6%	-$23.4K	0.01%	832
2024 Q3	$394K	Buy	+4,528	New	+$368K	0.01%	705
2024 Q2	–	Sell	-3,246	Closed	-$230K	–	806
2024 Q1	$230K	Buy	+3,246	New	+$222K	0.01%	802
2021 Q2	–	Sell	-5,246	Closed	-$307K	–	678
2021 Q1	$307K	Buy	5,246 +132	+3%	+$7.75K	0.02%	439
2020 Q4	$321K	Buy	+5,114	New	+$308K	0.03%	362