Plante Moran Financial Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$559 | – | 839 |
|
|
2024
Q4 | $559 | Hold |
7
| – | – | ﹤0.01% | 844 |
|
|
2024
Q3 | $610 | Buy |
+7
| New | +$610 | ﹤0.01% | 810 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 811 |
|
|
2024
Q1 | – | Sell |
-122
| Closed | -$8.72K | – | 875 |
|
|
2023
Q4 | $8.72K | Buy |
+122
| New | +$8.72K | ﹤0.01% | 570 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$5K | – | 857 |
|
|
2021
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 811 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1026 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 918 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 865 |
|
|
2020
Q1 | – | Sell |
-517
| Closed | -$39K | – | 756 |
|
|
2019
Q4 | $39K | Hold |
517
| – | – | 0.01% | 353 |
|
|
2019
Q3 | $39K | Hold |
517
| – | – | 0.01% | 378 |
|
|
2019
Q2 | $35K | Buy |
+517
| New | +$35K | 0.01% | 397 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$5K | – | 813 |
|
|
2018
Q4 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 591 |
|
|
2018
Q2 | – | Sell |
-73
| Closed | -$5K | – | 851 |
|
|
2018
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 714 |
|
|
2017
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 700 |
|
|
2017
Q3 | $6K | Hold |
73
| – | – | ﹤0.01% | 623 |
|
|
2017
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 634 |
|
|
2017
Q1 | $6K | Sell |
73
-101
| -58% | -$8.3K | ﹤0.01% | 671 |
|
|
2016
Q4 | $13K | Buy |
174
+101
| +138% | +$7.55K | 0.01% | 542 |
|
|
2016
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 684 |
|
|
2016
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 595 |
|
|
2016
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 577 |
|
|
2015
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 764 |
|
|
2015
Q3 | $5K | Sell |
73
-18
| -20% | -$1.23K | ﹤0.01% | 577 |
|
|
2015
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 617 |
|
|
2015
Q1 | $6K | Hold |
91
| – | – | ﹤0.01% | 581 |
|
|
2014
Q4 | $6K | Hold |
91
| – | – | ﹤0.01% | 619 |
|
|
2014
Q3 | $5K | Sell |
91
-75
| -45% | -$4.12K | ﹤0.01% | 669 |
|
|
2014
Q2 | $10K | Buy |
166
+91
| +121% | +$5.48K | 0.01% | 531 |
|
|
2014
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 491 |
|
|
2013
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 586 |
|
|
2013
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 516 |
|
|
2013
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 462 |
|