OFS
OneAscent Financial Services’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
8,542
-8,420
| -50% | -$435K | 0.03% | 338 |
|
|
2025
Q1 | $1M | Buy |
16,962
+8,402
| +98% | +$495K | 0.07% | 195 |
|
|
2024
Q4 | $683K | Buy |
+8,560
| New | +$683K | 0.06% | 209 |
|
|
2023
Q4 | – | Sell |
-10,463
| Closed | -$662K | – | 372 |
|
|
2023
Q3 | $662K | Buy |
+10,463
| New | +$662K | 0.17% | 93 |
|