GeoWealth 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 | $20K | Sell |
388
-3,747
| -91% | -$193K | ﹤0.01% | 1061 |
|
|
2025
Q1 | $244K | Sell |
4,135
-5,231
| -56% | -$308K | 0.01% | 605 |
|
|
2024
Q4 | $748K | Sell |
9,366
-436
| -4% | -$34.8K | 0.02% | 376 |
|
|
2024
Q3 | $854K | Sell |
9,802
-284
| -3% | -$24.7K | 0.03% | 340 |
|
|
2024
Q2 | $724K | Buy |
10,086
+3,643
| +57% | +$262K | 0.03% | 343 |
|
|
2024
Q1 | $456K | Buy |
+6,443
| New | +$456K | 0.02% | 465 |
|