First Foundation Advisors’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,262	Closed	-$234K	–	382
2024 Q2	$234K	Buy	3,262 +250	+8%	+$18.1K	0.01%	307
2024 Q1	$213K	Hold	3,012	–	–	0.01%	325
2023 Q4	$215K	Sell	3,012 -1,289	-30%	-$84.7K	0.01%	327
2023 Q3	$272K	Buy	4,301 +1,415	+49%	+$98.6K	0.01%	337
2023 Q2	$200K	Buy	+2,886	New	+$203K	0.01%	385
2020 Q1	–	Sell	-4,797	Closed	-$362K	–	350
2019 Q4	$362K	Buy	4,797 +12	+0.3%	+$849	0.02%	277
2019 Q3	$361K	Sell	4,785 -3,056	-39%	-$220K	0.02%	263
2019 Q2	$529K	Sell	7,841 -5,985	-43%	-$372K	0.03%	222
2019 Q1	$856K	Sell	13,826 -1,052	-7%	-$62.8K	0.05%	176
2018 Q4	$845K	Sell	14,878 -1,054	-7%	-$65.5K	0.05%	202
2018 Q3	$1.08M	Sell	15,932 -634	-4%	-$42.4K	0.06%	161
2018 Q2	$1.05M	Buy	16,566 +11	+0.1%	+$686	0.06%	156
2018 Q1	$1.05M	Buy	16,555 +4,097	+33%	+$252K	0.06%	158
2017 Q4	$788K	Buy	12,458 +5,028	+68%	+$384K	0.04%	189
2017 Q3	$573K	Buy	7,430 +12	+0.2%	+$949	0.03%	190
2017 Q2	$580K	Buy	7,418 +22	+0.3%	+$1.76K	0.03%	189
2017 Q1	$589K	Sell	7,396 -1,427	-16%	-$108K	0.04%	189
2016 Q4	$635K	Sell	8,823 -235	-3%	-$16.6K	0.04%	173
2016 Q3	$654K	Buy	9,058 +3,511	+63%	+$263K	0.05%	162
2016 Q2	$431K	Buy	5,547 +1,700	+44%	+$122K	0.03%	204
2016 Q1	$277K	Sell	3,847 -1,000	-21%	-$64.9K	0.02%	241
2015 Q4	$287K	Buy	4,847 +703	+17%	+$43K	0.02%	230
2015 Q3	$261K	Sell	4,144 -903	-18%	-$53.6K	0.02%	197
2015 Q2	$281K	Buy	5,047 +380	+8%	+$22.8K	0.02%	186
2015 Q1	$292K	Buy	4,667 +1,144	+32%	+$74.6K	0.02%	187
2014 Q4	$231K	Buy	+3,523	New	+$219K	0.02%	204