OneDigital Investment Advisors’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	$286K	Buy	3,915 +437	+13%	+$29.5K	﹤0.01%	1208
2025 Q4	$209K	Sell	3,478 -158	-4%	-$9.07K	﹤0.01%	1426
2025 Q3	$201K	Sell	3,636 -559	-13%	-$30.2K	﹤0.01%	1431
2025 Q2	$216K	Sell	4,195 -30	-0.7%	-$1.65K	﹤0.01%	1356
2025 Q1	$249K	Buy	4,225 +514	+14%	+$29.5K	﹤0.01%	1210
2024 Q4	$296K	Sell	3,711 -173	-4%	-$14.5K	﹤0.01%	1137
2024 Q3	$338K	Buy	3,884 +263	+7%	+$21.4K	﹤0.01%	1099
2024 Q2	$260K	Buy	+3,621	New	+$262K	﹤0.01%	1171
2024 Q1	–	Sell	-5,456	Closed	-$390K	–	1108
2023 Q4	$390K	Buy	+5,456	New	+$358K	0.01%	815
2023 Q3	–	Sell	-3,120	Closed	-$217K	–	1005
2023 Q2	$217K	Sell	3,120 -61	-2%	-$4.29K	﹤0.01%	933
2023 Q1	$225K	Buy	+3,181	New	+$215K	0.01%	874