JFS Wealth Advisors’s Edison International EIX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.92K Buy
76
+34
+81% +$1.76K ﹤0.01% 1170
2025
Q1
$2.48K Sell
42
-56
-57% -$3.3K ﹤0.01% 1392
2024
Q4
$7.83K Sell
98
-9
-8% -$719 ﹤0.01% 942
2024
Q3
$9.32K Buy
107
+3
+3% +$261 ﹤0.01% 880
2024
Q2
$7.47K Buy
104
+5
+5% +$359 ﹤0.01% 891
2024
Q1
$7K Sell
99
-15
-13% -$1.06K ﹤0.01% 948
2023
Q4
$8.15K Buy
114
+12
+12% +$858 ﹤0.01% 846
2023
Q3
$6.46K Hold
102
﹤0.01% 889
2023
Q2
$7.08K Buy
102
+2
+2% +$139 ﹤0.01% 858
2023
Q1
$7.06K Sell
100
-3
-3% -$212 ﹤0.01% 850
2022
Q4
$6.55K Sell
103
-16
-13% -$1.02K ﹤0.01% 882
2022
Q3
$7K Buy
119
+23
+24% +$1.35K ﹤0.01% 857
2022
Q2
$6K Buy
96
+6
+7% +$375 ﹤0.01% 928
2022
Q1
$6K Buy
90
+55
+157% +$3.67K ﹤0.01% 965
2021
Q4
$2K Buy
+35
New +$2K ﹤0.01% 1063
2018
Q2
Sell
-300
Closed -$19K 492
2018
Q1
$19K Hold
300
0.01% 319
2017
Q4
$19K Hold
300
﹤0.01% 335
2017
Q3
$23K Buy
+300
New +$23K 0.01% 305