Guardian Financial 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 | $1.08M | Buy |
21,013
+5,693
| +37% | +$294K | 0.49% | 32 |
|
|
2025
Q1 | $903K | Buy |
15,320
+2,749
| +22% | +$162K | 0.43% | 35 |
|
|
2024
Q4 | $1M | Buy |
12,571
+686
| +6% | +$54.8K | 0.6% | 31 |
|
|
2024
Q3 | $1.04M | Hold |
11,885
| – | – | 0.65% | 28 |
|
|
2024
Q2 | $853K | Buy |
11,885
+40
| +0.3% | +$2.87K | 0.57% | 29 |
|
|
2024
Q1 | $838K | Hold |
11,845
| – | – | 0.57% | 29 |
|
|
2023
Q4 | $847K | Hold |
11,845
| – | – | 0.69% | 27 |
|
|
2023
Q3 | $750K | Hold |
11,845
| – | – | 0.7% | 25 |
|
|
2023
Q2 | $823K | Hold |
11,845
| – | – | 2.39% | 10 |
|
|
2023
Q1 | $836K | Sell |
11,845
-2,345
| -17% | -$166K | 0.84% | 23 |
|
|
2022
Q4 | $903K | Buy |
14,190
+69
| +0.5% | +$4.39K | 0.96% | 18 |
|
|
2022
Q3 | $799K | Buy |
14,121
+61
| +0.4% | +$3.45K | 0.93% | 18 |
|
|
2022
Q2 | $889K | Buy |
14,060
+7,427
| +112% | +$470K | 1% | 14 |
|
|
2022
Q1 | $475K | Sell |
6,633
-7,358
| -53% | -$527K | 0.49% | 22 |
|
|
2021
Q4 | $955K | Buy |
+13,991
| New | +$955K | 0.91% | 15 |
|