Intrua Financial’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	$655K	Sell	8,945 -23	-0.3%	-$1.55K	0.07%	212
2025 Q4	$538K	Buy	8,968 +419	+5%	+$24K	0.06%	246
2025 Q3	$473K	Buy	8,549 +1,439	+20%	+$77.6K	0.06%	263
2025 Q2	$367K	Buy	7,110 +2,342	+49%	+$128K	0.05%	259
2025 Q1	$281K	Buy	+4,768	New	+$274K	0.04%	291
2024 Q4	–	Sell	-2,349	Closed	-$205K	–	369
2024 Q3	$205K	Sell	2,349 -5,104	-68%	-$415K	0.03%	364
2024 Q2	$535K	Sell	7,453 -516	-6%	-$37.4K	0.09%	218
2024 Q1	$564K	Buy	7,969 +184	+2%	+$12.6K	0.09%	222
2023 Q4	$557K	Buy	7,785 +261	+3%	+$17.1K	0.09%	208
2023 Q3	$476K	Sell	7,524 -723	-9%	-$50.4K	0.09%	203
2023 Q2	$573K	Sell	8,247 -123	-1%	-$8.65K	0.1%	178
2023 Q1	$617K	Buy	8,370 +443	+6%	+$29.9K	0.13%	153
2022 Q4	$521K	Sell	7,927 -709	-8%	-$43.5K	0.12%	181
2022 Q3	$489K	Sell	8,636 -1,101	-11%	-$72.9K	0.13%	166
2022 Q2	$616K	Buy	9,737 +383	+4%	+$26K	0.13%	167
2022 Q1	$656K	Buy	9,354 +1,112	+13%	+$71K	0.12%	182
2021 Q4	$563K	Sell	8,242 -1,394	-14%	-$88.4K	0.1%	202
2021 Q3	$599K	Buy	+9,636	New	+$553K	0.11%	185