Kestra Private Wealth Services’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 | $704K | Sell |
13,637
-1,099
| -7% | -$56.7K | 0.01% | 886 |
|
|
2025
Q1 | $868K | Buy |
14,736
+2,643
| +22% | +$156K | 0.01% | 729 |
|
|
2024
Q4 | $966K | Buy |
12,093
+4,066
| +51% | +$325K | 0.02% | 660 |
|
|
2024
Q3 | $699K | Sell |
8,027
-2,883
| -26% | -$251K | 0.01% | 752 |
|
|
2024
Q2 | $783K | Sell |
10,910
-84
| -0.8% | -$6.03K | 0.02% | 656 |
|
|
2024
Q1 | $778K | Sell |
10,994
-6,806
| -38% | -$481K | 0.02% | 630 |
|
|
2023
Q4 | $1.27M | Buy |
17,800
+11,204
| +170% | +$801K | 0.03% | 458 |
|
|
2023
Q3 | $417K | Buy |
6,596
+887
| +16% | +$56.1K | 0.01% | 735 |
|
|
2023
Q2 | $396K | Buy |
5,709
+527
| +10% | +$36.6K | 0.01% | 723 |
|
|
2023
Q1 | $366K | Sell |
5,182
-1,256
| -20% | -$88.7K | 0.01% | 706 |
|
|
2022
Q4 | $410K | Sell |
6,438
-2,482
| -28% | -$158K | 0.02% | 574 |
|
|
2022
Q3 | $505K | Buy |
8,920
+1,879
| +27% | +$106K | 0.03% | 494 |
|
|
2022
Q2 | $445K | Sell |
7,041
-784
| -10% | -$49.6K | 0.03% | 540 |
|
|
2022
Q1 | $549K | Sell |
7,825
-2,891
| -27% | -$203K | 0.03% | 545 |
|
|
2021
Q4 | $731K | Buy |
10,716
+48
| +0.4% | +$3.27K | 0.04% | 479 |
|
|
2021
Q3 | $592K | Buy |
10,668
+207
| +2% | +$11.5K | 0.03% | 496 |
|
|
2021
Q2 | $605K | Buy |
10,461
+60
| +0.6% | +$3.47K | 0.04% | 457 |
|
|
2021
Q1 | $609K | Buy |
10,401
+404
| +4% | +$23.7K | 0.04% | 410 |
|
|
2020
Q4 | $616K | Buy |
9,997
+236
| +2% | +$14.5K | 0.05% | 387 |
|
|
2020
Q3 | $497K | Buy |
+9,761
| New | +$497K | 0.04% | 381 |
|