Sigma Planning Corp’s Edison International EIX Stock Holding History

Sigma Planning Corp’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Sell	13,906 -261	-2%	-$17.6K	0.03%	562
2025 Q4	$850K	Buy	14,167 +287	+2%	+$16.5K	0.02%	596
2025 Q3	$767K	Buy	13,880 +9,565	+222%	+$516K	0.02%	627
2025 Q2	$223K	Buy	4,315 +475	+12%	+$26K	0.01%	1135
2025 Q1	$226K	Buy	3,840 +600	+19%	+$34.5K	0.01%	1075
2024 Q4	$259K	Sell	3,240 -44	-1%	-$3.68K	0.01%	986
2024 Q3	$286K	Buy	3,284 +5	+0.2%	+$406	0.01%	971
2024 Q2	$235K	Buy	3,279 +17	+0.5%	+$1.23K	0.01%	1021
2024 Q1	$231K	Buy	+3,262	New	+$223K	0.01%	1073
2023 Q4	–	Sell	-3,919	Closed	-$248K	–	936
2023 Q3	$248K	Buy	3,919 +387	+11%	+$27K	0.01%	1003
2023 Q2	$245K	Sell	3,532 -219	-6%	-$15.4K	0.01%	1011
2023 Q1	$265K	Sell	3,751 -11	-0.3%	-$743	0.01%	1046
2022 Q4	$239K	Sell	3,762 -388	-9%	-$23.8K	0.01%	1062
2022 Q3	$235K	Buy	4,150 +6	+0.1%	+$397	0.01%	1048
2022 Q2	$262K	Sell	4,144 -307	-7%	-$20.8K	0.01%	1049
2022 Q1	$312K	Buy	4,451 +106	+2%	+$6.77K	0.01%	1042
2021 Q4	$297K	Buy	4,345 +333	+8%	+$21.1K	0.01%	1085
2021 Q3	$223K	Sell	4,012 -2,036	-34%	-$117K	0.01%	1212
2021 Q2	$350K	Buy	6,048 +2,523	+72%	+$147K	0.01%	1000
2021 Q1	$207K	Buy	3,525 +222	+7%	+$13K	0.01%	1199
2020 Q4	$208K	Buy	+3,303	New	+$199K	0.01%	1090
2020 Q1	–	Sell	-3,207	Closed	-$242K	–	969
2019 Q4	$242K	Sell	3,207 -865	-21%	-$61.2K	0.01%	889
2019 Q3	$307K	Sell	4,072 -6	-0.1%	-$432	0.01%	751
2019 Q2	$275K	Buy	4,078 +681	+20%	+$42.3K	0.01%	768
2019 Q1	$210K	Buy	+3,397	New	+$203K	0.01%	833
2018 Q4	–	Sell	-3,422	Closed	-$232K	–	878
2018 Q3	$232K	Buy	3,422 +24	+0.7%	+$1.6K	0.01%	822
2018 Q2	$215K	Buy	3,398 +191	+6%	+$11.9K	0.01%	801
2018 Q1	$204K	Sell	3,207 -473	-13%	-$29.1K	0.02%	772
2017 Q4	$233K	Buy	3,680 +589	+19%	+$44.9K	0.02%	711
2017 Q3	$239K	Buy	+3,091	New	+$245K	0.02%	700