SGWM
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Sterling Group Wealth Management’s Edison International EIX Stock Holding History

Sterling Group Wealth Management’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$351K Buy
6,811
+96
+1% +$4.95K 0.19% 37
2025
Q1 		$396K Buy
6,715
+643
+11% +$37.9K 0.21% 36
2024
Q4 		$485K Buy
+6,072
New +$485K 0.25% 29