Foundations Investment 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
2026 Q1	$545K	Sell	7,449 -2,197	-23%	-$148K	0.01%	688
2025 Q4	$579K	Sell	9,646 -522	-5%	-$30K	0.01%	662
2025 Q3	$562K	Buy	10,168 +2,845	+39%	+$153K	0.01%	624
2025 Q2	$378K	Buy	7,323 +289	+4%	+$15.8K	0.01%	668
2025 Q1	$414K	Sell	7,034 -565	-7%	-$32.5K	0.01%	624
2024 Q4	$607K	Sell	7,599 -1,952	-20%	-$163K	0.01%	507
2024 Q3	$832K	Buy	9,551 +892	+10%	+$72.4K	0.02%	398
2024 Q2	$622K	Buy	8,659 +448	+5%	+$32.5K	0.02%	446
2024 Q1	$581K	Sell	8,211 -1,191	-13%	-$81.4K	0.02%	435
2023 Q4	$642K	Sell	9,402 -458	-5%	-$30.1K	0.02%	384
2023 Q3	$624K	Sell	9,860 -3,843	-28%	-$268K	0.02%	351
2023 Q2	$952K	Sell	13,703 -1,830	-12%	-$129K	0.03%	270
2023 Q1	$1.1M	Buy	15,533 +1,711	+12%	+$116K	0.04%	223
2022 Q4	$879K	Buy	13,822 +4,552	+49%	+$279K	0.04%	214
2022 Q3	$524K	Buy	9,270 +457	+5%	+$30.2K	0.02%	235
2022 Q2	$549K	Buy	8,813 +1,720	+24%	+$117K	0.02%	215
2022 Q1	$510K	Buy	7,093 +3,616	+104%	+$231K	0.02%	191
2021 Q4	$224K	Buy	+3,477	New	+$220K	0.01%	317