Global Retirement Partners’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 | $1.04M | Buy |
+20,249
| New | +$1.04M | 0.03% | 502 |
|
|
2024
Q4 | $1.61M | Buy |
20,148
+837
| +4% | +$66.8K | 0.05% | 340 |
|
|
2024
Q3 | $1.68M | Buy |
19,311
+401
| +2% | +$34.9K | 0.05% | 327 |
|
|
2024
Q2 | $1.36M | Buy |
18,910
+2,302
| +14% | +$165K | 0.04% | 353 |
|
|
2024
Q1 | $1.17M | Buy |
16,608
+1,104
| +7% | +$78.1K | 0.04% | 334 |
|
|
2023
Q4 | $1.09M | Sell |
15,504
-751
| -5% | -$52.7K | 0.05% | 323 |
|
|
2023
Q3 | $995K | Sell |
16,255
-590
| -4% | -$36.1K | 0.05% | 304 |
|
|
2023
Q2 | $1.17M | Buy |
16,845
+426
| +3% | +$29.6K | 0.06% | 290 |
|
|
2023
Q1 | $1.18M | Buy |
16,419
+882
| +6% | +$63.2K | 0.06% | 277 |
|
|
2022
Q4 | $988K | Buy |
15,537
+1,466
| +10% | +$93.3K | 0.07% | 256 |
|
|
2022
Q3 | $845K | Buy |
14,071
+600
| +4% | +$36K | 0.06% | 266 |
|
|
2022
Q2 | $852K | Buy |
13,471
+211
| +2% | +$13.3K | 0.07% | 265 |
|
|
2022
Q1 | $903K | Buy |
+13,260
| New | +$903K | 0.07% | 257 |
|
|
2021
Q4 | – | Sell |
-7,494
| Closed | -$416K | – | 639 |
|
|
2021
Q3 | $416K | Buy |
7,494
+102
| +1% | +$5.66K | 0.04% | 329 |
|
|
2021
Q2 | $427K | Buy |
7,392
+6,114
| +478% | +$353K | 0.04% | 317 |
|
|
2021
Q1 | $75K | Sell |
1,278
-101
| -7% | -$5.93K | 0.01% | 648 |
|
|
2020
Q4 | $87K | Sell |
1,379
-212
| -13% | -$13.4K | 0.01% | 562 |
|
|
2020
Q3 | $81K | Sell |
1,591
-362
| -19% | -$18.4K | 0.01% | 525 |
|
|
2020
Q2 | $106K | Buy |
1,953
+683
| +54% | +$37.1K | 0.02% | 476 |
|
|
2020
Q1 | $70K | Buy |
1,270
+194
| +18% | +$10.7K | 0.01% | 497 |
|
|
2019
Q4 | $81K | Sell |
1,076
-62
| -5% | -$4.67K | 0.01% | 536 |
|
|
2019
Q3 | $86K | Buy |
1,138
+267
| +31% | +$20.2K | 0.01% | 498 |
|
|
2019
Q2 | $59K | Sell |
871
-179
| -17% | -$12.1K | 0.01% | 576 |
|
|
2019
Q1 | $65K | Hold |
1,050
| – | – | 0.02% | 479 |
|
|
2018
Q4 | $60K | Buy |
1,050
+794
| +310% | +$45.4K | 0.02% | 472 |
|
|
2018
Q3 | $17K | Hold |
256
| – | – | ﹤0.01% | 868 |
|
|
2018
Q2 | $16K | Hold |
256
| – | – | ﹤0.01% | 864 |
|
|
2018
Q1 | $16K | Buy |
256
+8
| +3% | +$500 | ﹤0.01% | 823 |
|
|
2017
Q4 | $16K | Buy |
248
+48
| +24% | +$3.1K | ﹤0.01% | 777 |
|
|
2017
Q3 | $15K | Sell |
200
-2
| -1% | -$150 | 0.01% | 718 |
|
|
2017
Q2 | $16K | Sell |
202
-27
| -12% | -$2.14K | 0.01% | 657 |
|
|
2017
Q1 | $18K | Sell |
229
-2
| -0.9% | -$157 | 0.01% | 584 |
|
|
2016
Q4 | $17K | Buy |
+231
| New | +$17K | 0.01% | 552 |
|