Independent Advisor Alliance’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
$223K Sell
4,317
-1,059
-20% -$54.6K 0.01% 812
2025
Q1
$317K Sell
5,376
-1,228
-19% -$72.4K 0.01% 647
2024
Q4
$527K Buy
6,604
+1,619
+32% +$129K 0.01% 950
2024
Q3
$434K Buy
4,985
+349
+8% +$30.4K 0.02% 486
2024
Q2
$333K Sell
4,636
-375
-7% -$26.9K 0.01% 544
2024
Q1
$354K Buy
5,011
+481
+11% +$34K 0.01% 532
2023
Q4
$324K Sell
4,530
-170
-4% -$12.2K 0.01% 532
2023
Q3
$297K Buy
4,700
+254
+6% +$16.1K 0.01% 516
2023
Q2
$309K Buy
4,446
+169
+4% +$11.7K 0.01% 525
2023
Q1
$302K Buy
+4,277
New +$302K 0.01% 515
2022
Q4
Sell
-4,888
Closed -$277K 484
2022
Q3
$277K Buy
4,888
+87
+2% +$4.93K 0.02% 500
2022
Q2
$304K Sell
4,801
-208
-4% -$13.2K 0.02% 478
2022
Q1
$351K Buy
5,009
+302
+6% +$21.2K 0.02% 479
2021
Q4
$321K Buy
4,707
+79
+2% +$5.39K 0.02% 505
2021
Q3
$257K Buy
4,628
+303
+7% +$16.8K 0.01% 525
2021
Q2
$250K Buy
+4,325
New +$250K 0.01% 543