Montag & Associates’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 | $35.6K | Hold |
690
| – | – | ﹤0.01% | 622 |
|
|
2025
Q1 | $40.7K | Hold |
690
| – | – | ﹤0.01% | 645 |
|
|
2024
Q4 | $55.1K | Hold |
690
| – | – | ﹤0.01% | 593 |
|
|
2024
Q3 | $60.1K | Hold |
690
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $49.5K | Hold |
690
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $49.3K | Hold |
690
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $49.9K | Hold |
690
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $44.2K | Hold |
690
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $47.9K | Hold |
690
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $49.2K | Hold |
690
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $44.4K | Hold |
690
| – | – | ﹤0.01% | 562 |
|
|
2022
Q3 | $40K | Hold |
690
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $44K | Hold |
690
| – | – | ﹤0.01% | 548 |
|
|
2022
Q1 | $48K | Hold |
690
| – | – | ﹤0.01% | 569 |
|
|
2021
Q4 | $47K | Hold |
690
| – | – | ﹤0.01% | 578 |
|
|
2021
Q3 | $38K | Hold |
690
| – | – | ﹤0.01% | 591 |
|
|
2021
Q2 | $40K | Buy |
690
+500
| +263% | +$29K | ﹤0.01% | 581 |
|
|
2021
Q1 | $11K | Hold |
190
| – | – | ﹤0.01% | 717 |
|
|
2020
Q4 | $12K | Buy |
+190
| New | +$12K | ﹤0.01% | 692 |
|
|
2014
Q3 | – | Sell |
-16,124
| Closed | -$937K | – | 239 |
|
|
2014
Q2 | $937K | Buy |
16,124
+254
| +2% | +$14.8K | 0.15% | 146 |
|
|
2014
Q1 | $898K | Sell |
15,870
-795
| -5% | -$45K | 0.15% | 138 |
|
|
2013
Q4 | $772K | Buy |
16,665
+240
| +1% | +$11.1K | 0.13% | 139 |
|
|
2013
Q3 | $757K | Sell |
16,425
-27,063
| -62% | -$1.25M | 0.14% | 135 |
|
|
2013
Q2 | $2.09M | Buy |
+43,488
| New | +$2.09M | 0.43% | 78 |
|