Evoke 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 | $1.16M | Buy |
15,856
+3,653
| +30% | +$246K | 0.02% | 256 |
|
|
2025
Q4 | $732K | Buy |
12,203
+5,734
| +89% | +$329K | 0.01% | 316 |
|
|
2025
Q3 | $358K | Sell |
6,469
-6,218
| -49% | -$335K | 0.01% | 459 |
|
|
2025
Q2 | $655K | Buy |
12,687
+6,207
| +96% | +$340K | 0.02% | 285 |
|
|
2025
Q1 | $382K | Buy |
6,480
+1,288
| +25% | +$74K | 0.01% | 312 |
|
|
2024
Q4 | $415K | Buy |
5,192
+130
| +3% | +$10.9K | 0.01% | 292 |
|
|
2024
Q3 | $441K | Buy |
+5,062
| New | +$411K | 0.01% | 272 |
|
|
2024
Q2 | – | Sell |
-4,960
| Closed | -$355K | – | 190 |
|
|
2024
Q1 | $355K | Buy |
+4,960
| New | +$339K | 0.01% | 304 |
|
|
2023
Q4 | – | Sell |
-5,005
| Closed | -$320K | – | 172 |
|
|
2023
Q3 | $320K | Buy |
5,005
+41
| +0.8% | +$2.86K | 0.01% | 286 |
|
|
2023
Q2 | $345K | Buy |
4,964
+86
| +2% | +$6.05K | 0.01% | 265 |
|
|
2023
Q1 | $348K | Buy |
4,878
+35
| +0.7% | +$2.36K | 0.01% | 257 |
|
|
2022
Q4 | $312K | Buy |
4,843
+16
| +0.3% | +$982 | 0.01% | 277 |
|
|
2022
Q3 | $276K | Hold |
4,827
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $305K | Sell |
4,827
-6
| -0.1% | -$407 | 0.01% | 264 |
|
|
2022
Q1 | $342K | Sell |
4,833
-5,000
| -51% | -$319K | 0.01% | 271 |
|
|
2021
Q4 | $678K | Sell |
9,833
-1,256
| -11% | -$79.6K | 0.02% | 216 |
|
|
2021
Q3 | $622K | Buy |
11,089
+6
| +0.1% | +$344 | 0.02% | 210 |
|
|
2021
Q2 | $641K | Buy |
11,083
+5,503
| +99% | +$320K | 0.02% | 220 |
|
|
2021
Q1 | $331K | Buy |
5,580
+550
| +11% | +$32.3K | 0.02% | 254 |
|
|
2020
Q4 | $319K | Hold |
5,030
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $259K | Sell |
5,030
-85
| -2% | -$4.52K | 0.02% | 188 |
|
|
2020
Q2 | $278K | Sell |
5,115
-7
| -0.1% | -$403 | 0.03% | 165 |
|
|
2020
Q1 | $287K | Sell |
5,122
-1,708
| -25% | -$118K | 0.04% | 146 |
|
|
2019
Q4 | $519K | Buy |
6,830
+38
| +0.6% | +$2.69K | 0.07% | 122 |
|
|
2019
Q3 | $516K | Buy |
+6,792
| New | +$489K | 0.06% | 144 |
|
Other funds holding EIX
VCM
VPM
