Patriot Financial Group Insurance Agency’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 | $515K | Buy |
9,978
+619
| +7% | +$31.9K | 0.06% | 304 |
|
|
2025
Q1 | $551K | Sell |
9,359
-2,030
| -18% | -$120K | 0.07% | 278 |
|
|
2024
Q4 | $909K | Buy |
11,389
+724
| +7% | +$57.8K | 0.12% | 192 |
|
|
2024
Q3 | $929K | Buy |
10,665
+887
| +9% | +$77.3K | 0.12% | 195 |
|
|
2024
Q2 | $702K | Buy |
9,778
+92
| +0.9% | +$6.61K | 0.1% | 215 |
|
|
2024
Q1 | $685K | Buy |
9,686
+396
| +4% | +$28K | 0.11% | 209 |
|
|
2023
Q4 | $664K | Buy |
9,290
+14
| +0.2% | +$1K | 0.13% | 200 |
|
|
2023
Q3 | $587K | Buy |
9,276
+792
| +9% | +$50.1K | 0.12% | 199 |
|
|
2023
Q2 | $589K | Sell |
8,484
-30
| -0.4% | -$2.08K | 0.11% | 211 |
|
|
2023
Q1 | $601K | Buy |
8,514
+1,007
| +13% | +$71.1K | 0.12% | 191 |
|
|
2022
Q4 | $478K | Buy |
7,507
+633
| +9% | +$40.3K | 0.06% | 217 |
|
|
2022
Q3 | $389K | Buy |
6,874
+438
| +7% | +$24.8K | 0.09% | 235 |
|
|
2022
Q2 | $407K | Buy |
6,436
+1,305
| +25% | +$82.5K | 0.08% | 239 |
|
|
2022
Q1 | $360K | Buy |
5,131
+882
| +21% | +$61.9K | 0.06% | 298 |
|
|
2021
Q4 | $290K | Buy |
4,249
+283
| +7% | +$19.3K | 0.05% | 361 |
|
|
2021
Q3 | $220K | Buy |
3,966
+1,465
| +59% | +$81.3K | 0.04% | 430 |
|
|
2021
Q2 | $145K | Buy |
+2,501
| New | +$145K | 0.03% | 512 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$6K | – | 2001 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1368 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q1 | $5K | Sell |
100
-12
| -11% | -$600 | ﹤0.01% | 1058 |
|
|
2019
Q4 | $8K | Buy |
112
+3
| +3% | +$214 | ﹤0.01% | 879 |
|
|
2019
Q3 | $8K | Buy |
109
+9
| +9% | +$661 | ﹤0.01% | 840 |
|
|
2019
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 869 |
|
|
2019
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 801 |
|