IFP Advisors’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 | $195K | Buy |
3,784
+153
| +4% | +$7.9K | 0.01% | 1284 |
|
|
2025
Q1 | $214K | Buy |
3,631
+1,864
| +105% | +$110K | 0.01% | 1144 |
|
|
2024
Q4 | $141K | Sell |
1,767
-12,049
| -87% | -$962K | ﹤0.01% | 1307 |
|
|
2024
Q3 | $1.2M | Buy |
13,816
+11,666
| +543% | +$1.02M | 0.04% | 429 |
|
|
2024
Q2 | $154K | Sell |
2,150
-1,196
| -36% | -$85.9K | 0.01% | 1161 |
|
|
2024
Q1 | $237K | Sell |
3,346
-1,179
| -26% | -$83.4K | 0.01% | 920 |
|
|
2023
Q4 | $323K | Sell |
4,525
-2,431
| -35% | -$174K | 0.02% | 737 |
|
|
2023
Q3 | $440K | Sell |
6,956
-10,595
| -60% | -$670K | 0.02% | 643 |
|
|
2023
Q2 | $1.22M | Sell |
17,551
-19
| -0.1% | -$1.32K | 0.05% | 375 |
|
|
2023
Q1 | $818K | Sell |
17,570
-2,227
| -11% | -$104K | 0.04% | 448 |
|
|
2022
Q4 | $922K | Sell |
19,797
-5,206
| -21% | -$242K | 0.02% | 649 |
|
|
2022
Q3 | $1.17M | Buy |
25,003
+424
| +2% | +$19.8K | 0.03% | 590 |
|
|
2022
Q2 | $1.14M | Hold |
24,579
| – | – | 0.04% | 537 |
|
|
2022
Q1 | $1.14M | Sell |
24,579
-427
| -2% | -$19.9K | 0.04% | 537 |
|
|
2021
Q4 | $1.71M | Buy |
25,006
+1,494
| +6% | +$102K | 0.03% | 298 |
|
|
2021
Q3 | $1.31M | Buy |
23,512
+21,549
| +1,098% | +$1.2M | 0.03% | 335 |
|
|
2021
Q2 | $115K | Buy |
1,963
+770
| +65% | +$45.1K | ﹤0.01% | 1170 |
|
|
2021
Q1 | $71K | Sell |
1,193
-3,259
| -73% | -$194K | ﹤0.01% | 1311 |
|
|
2020
Q4 | $280K | Sell |
4,452
-580
| -12% | -$36.5K | 0.01% | 684 |
|
|
2020
Q3 | $255K | Buy |
5,032
+183
| +4% | +$9.27K | 0.02% | 621 |
|
|
2020
Q2 | $268K | Buy |
4,849
+441
| +10% | +$24.4K | 0.02% | 573 |
|
|
2020
Q1 | $254K | Buy |
4,408
+2,244
| +104% | +$129K | 0.03% | 502 |
|
|
2019
Q4 | $163K | Sell |
2,164
-21
| -1% | -$1.58K | 0.01% | 739 |
|
|
2019
Q3 | $166K | Buy |
+2,185
| New | +$166K | 0.01% | 832 |
|
|
2019
Q1 | $46K | Sell |
732
-2,603
| -78% | -$164K | 0.01% | 997 |
|
|
2018
Q4 | $191K | Sell |
3,335
-790
| -19% | -$45.2K | 0.01% | 878 |
|
|
2018
Q3 | $279K | Sell |
4,125
-146
| -3% | -$9.88K | 0.01% | 908 |
|
|
2018
Q2 | $270K | Buy |
4,271
+38
| +0.9% | +$2.4K | 0.01% | 914 |
|
|
2018
Q1 | $268K | Hold |
4,233
| – | – | 0.01% | 868 |
|
|
2017
Q4 | $268K | Sell |
4,233
-2,946
| -41% | -$187K | 0.01% | 867 |
|
|
2017
Q3 | $554K | Sell |
7,179
-408
| -5% | -$31.5K | 0.02% | 649 |
|
|
2017
Q2 | $593K | Sell |
7,587
-212
| -3% | -$16.6K | 0.03% | 615 |
|
|
2017
Q1 | $621K | Sell |
7,799
-18
| -0.2% | -$1.43K | 0.03% | 579 |
|
|
2016
Q4 | $563K | Sell |
7,817
-32
| -0.4% | -$2.31K | 0.03% | 575 |
|
|
2016
Q3 | $567K | Buy |
7,849
+79
| +1% | +$5.71K | 0.03% | 516 |
|
|
2016
Q2 | $604K | Buy |
7,770
+7,038
| +961% | +$547K | 0.03% | 486 |
|
|
2016
Q1 | $46K | Sell |
732
-5,072
| -87% | -$319K | 0.01% | 997 |
|
|
2015
Q4 | $344K | Buy |
+5,804
| New | +$344K | 0.02% | 603 |
|