Golden State Wealth 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 | $29.5K | Buy |
571
+29
| +5% | +$1.5K | ﹤0.01% | 779 |
|
2025
Q1 | $31.9K | Sell |
542
-2,614
| -83% | -$154K | ﹤0.01% | 691 |
|
2024
Q4 | $252K | Buy |
+3,156
| New | +$252K | 0.04% | 287 |
|
2022
Q1 | $215K | Sell |
3,061
-4,030
| -57% | -$283K | 0.04% | 286 |
|
2021
Q4 | $484K | Buy |
+7,091
| New | +$484K | 0.08% | 216 |
|
2021
Q1 | – | Sell |
-3,727
| Closed | -$234K | – | 212 |
|
2020
Q4 | $234K | Buy |
3,727
+2,647
| +245% | +$166K | 0.07% | 210 |
|
2020
Q3 | $55K | Sell |
1,080
-2,779
| -72% | -$142K | 0.02% | 321 |
|
2020
Q2 | $210K | Buy |
3,859
+2,873
| +291% | +$156K | 0.07% | 175 |
|
2020
Q1 | $54K | Buy |
+986
| New | +$54K | 0.02% | 350 |
|
2019
Q4 | – | Sell |
-1,968
| Closed | -$148K | – | 281 |
|
2019
Q3 | $148K | Buy |
1,968
+10
| +0.5% | +$752 | 0.05% | 246 |
|
2019
Q2 | $132K | Buy |
1,958
+10
| +0.5% | +$674 | 0.04% | 292 |
|
2019
Q1 | $121K | Buy |
+1,948
| New | +$121K | 0.04% | 294 |
|