Independent Advisor Alliance’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Buy	4,243 +152	+4%	+$10.2K	﹤0.01%	1306
2025 Q4	$246K	Sell	4,091 -241	-6%	-$13.8K	0.01%	865
2025 Q3	$239K	Buy	4,332 +15	+0.3%	+$809	0.01%	832
2025 Q2	$223K	Sell	4,317 -1,059	-20%	-$58.1K	0.01%	812
2025 Q1	$317K	Sell	5,376 -1,228	-19%	-$70.6K	0.01%	647
2024 Q4	$527K	Buy	6,604 +1,619	+32%	+$135K	0.01%	950
2024 Q3	$434K	Buy	4,985 +349	+8%	+$28.3K	0.02%	486
2024 Q2	$333K	Sell	4,636 -375	-7%	-$27.2K	0.01%	544
2024 Q1	$354K	Buy	5,011 +481	+11%	+$32.9K	0.01%	532
2023 Q4	$324K	Sell	4,530 -170	-4%	-$11.2K	0.01%	532
2023 Q3	$297K	Buy	4,700 +254	+6%	+$17.7K	0.01%	516
2023 Q2	$309K	Buy	4,446 +169	+4%	+$11.9K	0.01%	525
2023 Q1	$302K	Buy	+4,277	New	+$289K	0.01%	515
2022 Q4	–	Sell	-4,888	Closed	-$277K	–	484
2022 Q3	$277K	Buy	4,888 +87	+2%	+$5.76K	0.02%	500
2022 Q2	$304K	Sell	4,801 -208	-4%	-$14.1K	0.02%	478
2022 Q1	$351K	Buy	5,009 +302	+6%	+$19.3K	0.02%	479
2021 Q4	$321K	Buy	4,707 +79	+2%	+$5.01K	0.02%	506
2021 Q3	$257K	Buy	4,628 +303	+7%	+$17.4K	0.01%	525
2021 Q2	$250K	Buy	+4,325	New	+$252K	0.01%	543