Jones Financial Companies’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	$3.66M	Buy	52,071 +38,411	+281%	+$2.59M	﹤0.01%	1197
2025 Q4	$820K	Buy	13,660 +1,671	+14%	+$95.9K	﹤0.01%	1315
2025 Q3	$660K	Buy	11,989 +3,853	+47%	+$208K	﹤0.01%	1282
2025 Q2	$415K	Buy	8,136 +887	+12%	+$48.6K	﹤0.01%	1344
2025 Q1	$422K	Buy	7,249 +2,654	+58%	+$153K	﹤0.01%	1201
2024 Q4	$367K	Buy	4,595 +1,952	+74%	+$163K	﹤0.01%	1110
2024 Q3	$230K	Buy	2,643 +1,855	+235%	+$151K	﹤0.01%	1086
2024 Q2	$56.6K	Buy	788 +152	+24%	+$11K	﹤0.01%	1211
2024 Q1	$45K	Buy	636 +251	+65%	+$17.2K	﹤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%	-$2.39K	﹤0.01%	403
2023 Q1	$29.6K	Sell	419 -5	-1%	-$338	﹤0.01%	387
2022 Q4	$27K	Buy	424 +39	+10%	+$2.39K	﹤0.01%	386
2022 Q3	$22K	Hold	385	–	–	﹤0.01%	370
2022 Q2	$24K	Buy	+385	New	+$26.1K	﹤0.01%	385
2021 Q2	–	Sell	-176	Closed	-$10K	–	673
2021 Q1	$10K	Sell	176 -12	-6%	-$704	﹤0.01%	533
2020 Q4	$12K	Buy	+188	New	+$11.3K	﹤0.01%	413
2013 Q4	–	Sell	-500	Closed	-$23K	–	323
2013 Q3	$23K	Buy	+500	New	+$23.6K	﹤0.01%	401