HB 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 | – | Sell |
-4,514
| Closed | -$266K | – | 1178 |
|
|
2025
Q1 | $266K | Sell |
4,514
-676
| -13% | -$39.8K | ﹤0.01% | 993 |
|
|
2024
Q4 | $414K | Buy |
5,190
+443
| +9% | +$35.4K | ﹤0.01% | 680 |
|
|
2024
Q3 | $413K | Buy |
4,747
+517
| +12% | +$45K | ﹤0.01% | 646 |
|
|
2024
Q2 | $304K | Buy |
+4,230
| New | +$304K | ﹤0.01% | 696 |
|
|
2023
Q4 | – | Sell |
-3,760
| Closed | -$238K | – | 797 |
|
|
2023
Q3 | $238K | Buy |
3,760
+795
| +27% | +$50.3K | ﹤0.01% | 644 |
|
|
2023
Q2 | $206K | Buy |
2,965
+45
| +2% | +$3.13K | ﹤0.01% | 672 |
|
|
2023
Q1 | $206K | Buy |
+2,920
| New | +$206K | ﹤0.01% | 668 |
|