Jones Financial Companies’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
8,136
+887
| +12% | +$45.2K | ﹤0.01% | 1344 |
|
|
2025
Q1 | $422K | Buy |
7,249
+2,654
| +58% | +$155K | ﹤0.01% | 1201 |
|
|
2024
Q4 | $367K | Buy |
4,595
+1,952
| +74% | +$156K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $230K | Buy |
2,643
+1,855
| +235% | +$161K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $56.6K | Buy |
788
+152
| +24% | +$10.9K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $45K | Buy |
636
+251
| +65% | +$17.8K | ﹤0.01% | 753 |
|
|
2023
Q4 | $27.5K | Hold |
385
| – | – | ﹤0.01% | 550 |
|
|
2023
Q3 | $24.4K | Hold |
385
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $26.7K | Sell |
385
-34
| -8% | -$2.36K | ﹤0.01% | 403 |
|
|
2023
Q1 | $29.6K | Sell |
419
-5
| -1% | -$353 | ﹤0.01% | 387 |
|
|
2022
Q4 | $27K | Buy |
424
+39
| +10% | +$2.48K | ﹤0.01% | 386 |
|
|
2022
Q3 | $22K | Hold |
385
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $24K | Buy |
+385
| New | +$24K | ﹤0.01% | 385 |
|
|
2021
Q2 | – | Sell |
-176
| Closed | -$10K | – | 673 |
|
|
2021
Q1 | $10K | Sell |
176
-12
| -6% | -$682 | ﹤0.01% | 533 |
|
|
2020
Q4 | $12K | Buy |
+188
| New | +$12K | ﹤0.01% | 413 |
|
|
2013
Q4 | – | Sell |
-500
| Closed | -$23K | – | 323 |
|
|
2013
Q3 | $23K | Buy |
+500
| New | +$23K | ﹤0.01% | 401 |
|