Sequoia 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
Q2 | $610K | Buy |
11,829
+2,582
| +28% | +$133K | ﹤0.01% | 898 |
|
|
2025
Q1 | $545K | Sell |
9,247
-791
| -8% | -$46.6K | ﹤0.01% | 817 |
|
|
2024
Q4 | $801K | Buy |
10,038
+2,631
| +36% | +$210K | 0.01% | 651 |
|
|
2024
Q3 | $645K | Sell |
7,407
-49
| -0.7% | -$4.27K | 0.01% | 665 |
|
|
2024
Q2 | $535K | Buy |
7,456
+338
| +5% | +$24.3K | 0.01% | 667 |
|
|
2024
Q1 | $503K | Sell |
7,118
-3,465
| -33% | -$245K | 0.01% | 683 |
|
|
2023
Q4 | $757K | Sell |
10,583
-88,566
| -89% | -$6.33M | 0.01% | 612 |
|
|
2023
Q3 | $6.28M | Sell |
99,149
-7,314
| -7% | -$463K | 0.11% | 132 |
|
|
2023
Q2 | $7.39M | Sell |
106,463
-36,118
| -25% | -$2.51M | 0.13% | 125 |
|
|
2023
Q1 | $10.1M | Buy |
142,581
+3,341
| +2% | +$236K | 0.22% | 90 |
|
|
2022
Q4 | $8.86M | Buy |
139,240
+46,010
| +49% | +$2.93M | 0.22% | 96 |
|
|
2022
Q3 | $5.28M | Buy |
93,230
+15,585
| +20% | +$882K | 0.17% | 111 |
|
|
2022
Q2 | $4.91M | Buy |
77,645
+20,597
| +36% | +$1.3M | 0.14% | 119 |
|
|
2022
Q1 | $4M | Buy |
57,048
+54,091
| +1,829% | +$3.79M | 0.1% | 132 |
|
|
2021
Q4 | $202K | Buy |
+2,957
| New | +$202K | 0.01% | 552 |
|