Evergreen Capital Management’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	$1.38M	Sell	18,851 -6	-0%	-$405	0.03%	398
2025 Q4	$1.13M	Sell	18,857 -376	-2%	-$21.6K	0.03%	438
2025 Q3	$1.06M	Buy	19,233 +15,286	+387%	+$825K	0.03%	385
2025 Q2	$204K	Sell	3,947 -3,551	-47%	-$195K	0.01%	1033
2025 Q1	$442K	Buy	7,498 +2,678	+56%	+$154K	0.01%	555
2024 Q4	$385K	Sell	4,820 -260	-5%	-$21.7K	0.01%	615
2024 Q3	$442K	Buy	5,080 +778	+18%	+$63.2K	0.01%	555
2024 Q2	$309K	Buy	4,302 +212	+5%	+$15.4K	0.01%	653
2024 Q1	$292K	Sell	4,090 -126	-3%	-$8.61K	0.01%	641
2023 Q4	$305K	Sell	4,216 -1,584	-27%	-$104K	0.01%	590
2023 Q3	$371K	Buy	5,800 +15	+0.3%	+$1.04K	0.02%	480
2023 Q2	$402K	Buy	5,785 +764	+15%	+$53.8K	0.02%	454
2023 Q1	$357K	Buy	5,021 +519	+12%	+$35.1K	0.02%	455
2022 Q4	$288K	Sell	4,502 -63	-1%	-$3.87K	0.01%	499
2022 Q3	$259K	Buy	4,565 +727	+19%	+$48.1K	0.01%	482
2022 Q2	$242K	Sell	3,838 -395	-9%	-$26.8K	0.01%	477
2022 Q1	$297K	Sell	4,233 -200	-5%	-$12.8K	0.01%	485
2021 Q4	$303K	Sell	4,433 -584	-12%	-$37K	0.01%	478
2021 Q3	$278K	Buy	5,017 +211	+4%	+$12.1K	0.01%	455
2021 Q2	$278K	Buy	4,806 +747	+18%	+$43.5K	0.01%	439
2021 Q1	$238K	Sell	4,059 -45	-1%	-$2.64K	0.01%	441
2020 Q4	$258K	Sell	4,104 -142	-3%	-$8.55K	0.02%	372
2020 Q3	$216K	Buy	4,246 +16	+0.4%	+$852	0.01%	377
2020 Q2	$230K	Buy	4,230 +80	+2%	+$4.6K	0.02%	342
2020 Q1	$227K	Buy	4,150 +189	+5%	+$13.1K	0.02%	311
2019 Q4	$299K	Buy	3,961 +222	+6%	+$15.7K	0.02%	351
2019 Q3	$282K	Buy	3,739 +630	+20%	+$45.3K	0.03%	317
2019 Q2	$210K	Buy	+3,109	New	+$193K	0.02%	388
2019 Q1	–	Sell	-3,708	Closed	-$211K	–	415
2018 Q4	$211K	Buy	+3,708	New	+$231K	0.02%	336