Evergreen Capital Management’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 | $204K | Sell |
3,947
-3,551
| -47% | -$183K | 0.01% | 1027 |
|
|
2025
Q1 | $442K | Buy |
7,498
+2,678
| +56% | +$158K | 0.01% | 555 |
|
|
2024
Q4 | $385K | Sell |
4,820
-260
| -5% | -$20.8K | 0.01% | 615 |
|
|
2024
Q3 | $442K | Buy |
5,080
+778
| +18% | +$67.8K | 0.01% | 555 |
|
|
2024
Q2 | $309K | Buy |
4,302
+212
| +5% | +$15.2K | 0.01% | 653 |
|
|
2024
Q1 | $292K | Sell |
4,090
-126
| -3% | -$9.01K | 0.01% | 640 |
|
|
2023
Q4 | $305K | Sell |
4,216
-1,584
| -27% | -$114K | 0.01% | 590 |
|
|
2023
Q3 | $371K | Buy |
5,800
+15
| +0.3% | +$960 | 0.02% | 480 |
|
|
2023
Q2 | $402K | Buy |
5,785
+764
| +15% | +$53.1K | 0.02% | 454 |
|
|
2023
Q1 | $357K | Buy |
5,021
+519
| +12% | +$36.9K | 0.02% | 455 |
|
|
2022
Q4 | $288K | Sell |
4,502
-63
| -1% | -$4.03K | 0.01% | 499 |
|
|
2022
Q3 | $259K | Buy |
4,565
+727
| +19% | +$41.2K | 0.01% | 481 |
|
|
2022
Q2 | $242K | Sell |
3,838
-395
| -9% | -$24.9K | 0.01% | 476 |
|
|
2022
Q1 | $297K | Sell |
4,233
-200
| -5% | -$14K | 0.01% | 483 |
|
|
2021
Q4 | $303K | Sell |
4,433
-584
| -12% | -$39.9K | 0.01% | 478 |
|
|
2021
Q3 | $278K | Buy |
5,017
+211
| +4% | +$11.7K | 0.01% | 455 |
|
|
2021
Q2 | $278K | Buy |
4,806
+747
| +18% | +$43.2K | 0.01% | 439 |
|
|
2021
Q1 | $238K | Sell |
4,059
-45
| -1% | -$2.64K | 0.01% | 441 |
|
|
2020
Q4 | $258K | Sell |
4,104
-142
| -3% | -$8.93K | 0.02% | 371 |
|
|
2020
Q3 | $216K | Buy |
4,246
+16
| +0.4% | +$814 | 0.01% | 377 |
|
|
2020
Q2 | $230K | Buy |
4,230
+80
| +2% | +$4.35K | 0.02% | 342 |
|
|
2020
Q1 | $227K | Buy |
4,150
+189
| +5% | +$10.3K | 0.02% | 311 |
|
|
2019
Q4 | $299K | Buy |
3,961
+222
| +6% | +$16.8K | 0.02% | 351 |
|
|
2019
Q3 | $282K | Buy |
3,739
+630
| +20% | +$47.5K | 0.03% | 317 |
|
|
2019
Q2 | $210K | Buy |
+3,109
| New | +$210K | 0.02% | 388 |
|
|
2019
Q1 | – | Sell |
-3,708
| Closed | -$211K | – | 414 |
|
|
2018
Q4 | $211K | Buy |
+3,708
| New | +$211K | 0.02% | 336 |
|