JNBA Financial Advisors’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 | $100K | Hold |
1,373
| – | – | 0.01% | 235 |
|
|
2025
Q4 | $82.4K | Hold |
1,373
| – | – | 0.01% | 258 |
|
|
2025
Q3 | $75.9K | Hold |
1,373
| – | – | 0.01% | 260 |
|
|
2025
Q2 | $70.8K | Hold |
1,373
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $80.9K | Hold |
1,373
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $110K | Hold |
1,373
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $120K | Hold |
1,373
| – | – | 0.01% | 208 |
|
|
2024
Q2 | $98.6K | Hold |
1,373
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $97.1K | Hold |
1,373
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $98.2K | Hold |
1,373
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $86.9K | Hold |
1,373
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $95.4K | Hold |
1,373
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $96.9K | Sell |
1,373
-160
| -10% | -$10.8K | 0.01% | 234 |
|
|
2022
Q4 | $97.6K | Hold |
1,533
| – | – | 0.01% | 230 |
|
|
2022
Q3 | $87K | Hold |
1,533
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $97K | Hold |
1,533
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $107K | Hold |
1,533
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $105K | Hold |
1,533
| – | – | 0.01% | 234 |
|
|
2021
Q3 | $85K | Hold |
1,533
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $89K | Hold |
1,533
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $90K | Hold |
1,533
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $96K | Sell |
1,533
-110
| -7% | -$6.63K | 0.02% | 212 |
|
|
2020
Q3 | $84K | Hold |
1,643
| – | – | 0.02% | 205 |
|
|
2020
Q2 | $89K | Hold |
1,643
| – | – | 0.02% | 192 |
|
|
2020
Q1 | $90K | Hold |
1,643
| – | – | 0.02% | 180 |
|
|
2019
Q4 | $124K | Hold |
1,643
| – | – | 0.02% | 173 |
|
|
2019
Q3 | $124K | Sell |
1,643
-177
| -10% | -$12.7K | 0.03% | 165 |
|
|
2019
Q2 | $123K | Hold |
1,820
| – | – | 0.03% | 170 |
|
|
2019
Q1 | $113K | Hold |
1,820
| – | – | 0.02% | 171 |
|
|
2018
Q4 | $103K | Buy |
1,820
+1,520
| +507% | +$94.5K | 0.02% | 159 |
|
|
2018
Q3 | $20K | Sell |
300
-1,520
| -84% | -$102K | 0.01% | 312 |
|
|
2018
Q2 | $115K | Hold |
1,820
| – | – | 0.02% | 161 |
|
|
2018
Q1 | $116K | Hold |
1,820
| – | – | 0.02% | 158 |
|
|
2017
Q4 | $115K | Hold |
1,820
| – | – | 0.02% | 160 |
|
|
2017
Q3 | $140K | Hold |
1,820
| – | – | 0.03% | 141 |
|
|
2017
Q2 | $142K | Hold |
1,820
| – | – | 0.03% | 139 |
|
|
2017
Q1 | $145K | Hold |
1,820
| – | – | 0.03% | 143 |
|
|
2016
Q4 | $131K | Buy |
1,820
+1,623
| +824% | +$115K | 0.03% | 145 |
|
|
2016
Q3 | $14K | Sell |
197
-1,723
| -90% | -$129K | ﹤0.01% | 919 |
|
|
2016
Q2 | $149K | Hold |
1,920
| – | – | 0.04% | 140 |
|
|
2016
Q1 | $138K | Hold |
1,920
| – | – | 0.05% | 128 |
|
|
2015
Q4 | $114K | Hold |
1,920
| – | – | 0.04% | 142 |
|
|
2015
Q3 | $121K | Hold |
1,920
| – | – | 0.05% | 126 |
|
|
2015
Q2 | $107K | Hold |
1,920
| – | – | 0.04% | 123 |
|
|
2015
Q1 | $120K | Hold |
1,920
| – | – | 0.05% | 118 |
|
|
2014
Q4 | $126K | Hold |
1,920
| – | – | 0.05% | 118 |
|
|
2014
Q3 | $107K | Hold |
1,920
| – | – | 0.05% | 129 |
|
|
2014
Q2 | $112K | Buy |
1,920
+300
| +19% | +$16.8K | 0.05% | 121 |
|
|
2014
Q1 | $92K | Buy |
1,620
+110
| +7% | +$5.48K | 0.05% | 124 |
|
|
2013
Q4 | $70K | Hold |
1,510
| – | – | 0.04% | 148 |
|
|
2013
Q3 | $70K | Sell |
1,510
-16
| -1% | -$757 | 0.04% | 139 |
|
|
2013
Q2 | $73K | Buy |
+1,526
| New | +$75.3K | 0.05% | 128 |
|
Other funds holding EIX
VCM
VPM
