JNBA Financial Advisors’s Edison International EIX Stock Holding History

JNBA Financial Advisors’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$11.3K	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%	-$6.89K	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%	-$13.4K	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%	+$86K	0.02%	159
2018 Q3	$20K	Sell	300 -1,520	-84%	-$101K	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%	+$117K	0.03%	145
2016 Q3	$14K	Sell	197 -1,723	-90%	-$122K	﹤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%	+$17.5K	0.05%	121
2014 Q1	$92K	Buy	1,620 +110	+7%	+$6.25K	0.05%	124
2013 Q4	$70K	Hold	1,510	–	–	0.04%	148
2013 Q3	$70K	Sell	1,510 -16	-1%	-$742	0.04%	139
2013 Q2	$73K	Buy	+1,526	New	+$73K	0.05%	128