Safe Harbor Fiduciary’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
$7.07K Sell
137
-5,032
-97% -$260K 0.01% 174
2025
Q1
$305K Sell
5,169
-35
-0.7% -$2.06K 0.32% 60
2024
Q4
$415K Sell
5,204
-203
-4% -$16.2K 0.42% 51
2024
Q3
$471K Buy
+5,407
New +$471K 0.44% 48