Sowell Financial Services’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 | – | Sell |
-3,408
| Closed | -$201K | – | 1054 |
|
|
2025
Q1 | $201K | Buy |
+3,408
| New | +$201K | 0.01% | 931 |
|
|
2023
Q2 | – | Sell |
-3,570
| Closed | -$252K | – | 624 |
|
|
2023
Q1 | $252K | Buy |
+3,570
| New | +$252K | 0.02% | 621 |
|
|
2021
Q4 | – | Sell |
-10,104
| Closed | -$567K | – | 518 |
|
|
2021
Q3 | $567K | Sell |
10,104
-997
| -9% | -$55.9K | 0.04% | 377 |
|
|
2021
Q2 | $642K | Buy |
11,101
+526
| +5% | +$30.4K | 0.04% | 382 |
|
|
2021
Q1 | $623K | Buy |
10,575
+979
| +10% | +$57.7K | 0.02% | 562 |
|
|
2020
Q4 | $603K | Buy |
9,596
+5,858
| +157% | +$368K | 0.03% | 464 |
|
|
2020
Q3 | $190K | Sell |
3,738
-258
| -6% | -$13.1K | 0.01% | 745 |
|
|
2020
Q2 | $217K | Sell |
3,996
-79
| -2% | -$4.29K | 0.01% | 690 |
|
|
2020
Q1 | $223K | Buy |
4,075
+759
| +23% | +$41.5K | 0.02% | 620 |
|
|
2019
Q4 | $250K | Sell |
3,316
-241
| -7% | -$18.2K | 0.02% | 641 |
|
|
2019
Q3 | $268K | Buy |
+3,557
| New | +$268K | 0.02% | 565 |
|
|
2019
Q1 | $229K | Buy |
3,694
+2
| +0.1% | +$124 | 0.03% | 498 |
|
|
2018
Q4 | $210K | Buy |
+3,692
| New | +$210K | 0.03% | 453 |
|
|
2017
Q1 | – | Sell |
-768
| Closed | -$58K | – | 337 |
|
|
2016
Q4 | $58K | Buy |
+768
| New | +$58K | 0.02% | 325 |
|