Everett Harris & Co’s Edison International EIX Stock Holding History

Everett Harris & Co’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Hold	4,835	–	–	﹤0.01%	292
2025 Q1	$285K	Sell	4,835 -500	-9%	-$29.5K	﹤0.01%	273
2024 Q4	$426K	Hold	5,335	–	–	0.01%	213
2024 Q3	$465K	Hold	5,335	–	–	0.01%	194
2024 Q2	$383K	Hold	5,335	–	–	﹤0.01%	202
2024 Q1	$377K	Hold	5,335	–	–	0.01%	204
2023 Q4	$381K	Sell	5,335 -5,000	-48%	-$357K	0.01%	201
2023 Q3	$654K	Hold	10,335	–	–	0.01%	153
2023 Q2	$718K	Hold	10,335	–	–	0.01%	152
2023 Q1	$730K	Hold	10,335	–	–	0.01%	149
2022 Q4	$658K	Hold	10,335	–	–	0.01%	152
2022 Q3	$585K	Hold	10,335	–	–	0.01%	152
2022 Q2	$654K	Hold	10,335	–	–	0.01%	153
2022 Q1	$724K	Hold	10,335	–	–	0.01%	161
2021 Q4	$705K	Hold	10,335	–	–	0.01%	159
2021 Q3	$573K	Hold	10,335	–	–	0.01%	172
2021 Q2	$598K	Hold	10,335	–	–	0.01%	166
2021 Q1	$606K	Hold	10,335	–	–	0.01%	160
2020 Q4	$649K	Hold	10,335	–	–	0.01%	151
2020 Q3	$525K	Hold	10,335	–	–	0.01%	162
2020 Q2	$561K	Hold	10,335	–	–	0.01%	151
2020 Q1	$566K	Hold	10,335	–	–	0.01%	148
2019 Q4	$779K	Sell	10,335 -1,500	-13%	-$113K	0.02%	149
2019 Q3	$893K	Sell	11,835 -1,500	-11%	-$113K	0.02%	135
2019 Q2	$899K	Hold	13,335	–	–	0.02%	137
2019 Q1	$826K	Hold	13,335	–	–	0.02%	138
2018 Q4	$757K	Sell	13,335 -85	-0.6%	-$4.83K	0.02%	135
2018 Q3	$908K	Sell	13,420 -133	-1%	-$9K	0.02%	134
2018 Q2	$857K	Buy	13,553 +133	+1%	+$8.41K	0.02%	132
2018 Q1	$854K	Hold	13,420	–	–	0.02%	133
2017 Q4	$849K	Buy	13,420 +85	+0.6%	+$5.38K	0.02%	142
2017 Q3	$1.03M	Hold	13,335	–	–	0.03%	128
2017 Q2	$1.04M	Hold	13,335	–	–	0.03%	134
2017 Q1	$1.06M	Sell	13,335 -200	-1%	-$15.9K	0.03%	130
2016 Q4	$974K	Hold	13,535	–	–	0.03%	137
2016 Q3	$978K	Sell	13,535 -250	-2%	-$18.1K	0.03%	137
2016 Q2	$1.07M	Hold	13,785	–	–	0.04%	130
2016 Q1	$991K	Sell	13,785 -600	-4%	-$43.1K	0.04%	136
2015 Q4	$852K	Sell	14,385 -3,000	-17%	-$178K	0.03%	142
2015 Q3	$1.1M	Sell	17,385 -1,000	-5%	-$63K	0.04%	130
2015 Q2	$1.02M	Hold	18,385	–	–	0.04%	130
2015 Q1	$1.15M	Buy	18,385 +1,000	+6%	+$62.5K	0.04%	119
2014 Q4	$1.14M	Hold	17,385	–	–	0.04%	121
2014 Q3	$972K	Hold	17,385	–	–	0.04%	132
2014 Q2	$1.01M	Hold	17,385	–	–	0.04%	124
2014 Q1	$984K	Hold	17,385	–	–	0.04%	118
2013 Q4	$805K	Sell	17,385 -400	-2%	-$18.5K	0.03%	118
2013 Q3	$819K	Sell	17,785 -2,117	-11%	-$97.5K	0.03%	113
2013 Q2	$958K	Buy	+19,902	New	+$958K	0.04%	108