Summit Securities Group’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 | $13.4K | Buy |
+259
| New | +$13.4K | ﹤0.01% | 696 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$35K | – | 528 |
|
|
2023
Q2 | $35K | Sell |
500
-250
| -33% | -$17.5K | ﹤0.01% | 372 |
|
|
2023
Q1 | $53K | Sell |
750
-4,349
| -85% | -$307K | ﹤0.01% | 282 |
|
|
2022
Q4 | $324K | Sell |
5,099
-399
| -7% | -$25.4K | 0.01% | 186 |
|
|
2022
Q3 | $311K | Buy |
5,498
+4,503
| +453% | +$255K | 0.02% | 204 |
|
|
2022
Q2 | $63K | Buy |
995
+639
| +179% | +$40.5K | 0.01% | 334 |
|
|
2022
Q1 | $25K | Buy |
+356
| New | +$25K | ﹤0.01% | 464 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 422 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 380 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 375 |
|
|
2018
Q3 | – | Sell |
-4,900
| Closed | -$310K | – | 153 |
|
|
2018
Q2 | $310K | Buy |
+4,900
| New | +$310K | 0.04% | 102 |
|
|
2017
Q2 | – | Sell |
-5,651
| Closed | -$450K | – | 228 |
|
|
2017
Q1 | $450K | Buy |
+5,651
| New | +$450K | 0.13% | 139 |
|
|
2016
Q1 | – | Sell |
-12,402
| Closed | -$734K | – | 206 |
|
|
2015
Q4 | $734K | Buy |
12,402
+12,202
| +6,101% | +$722K | 0.24% | 70 |
|
|
2015
Q3 | $13K | Buy |
+200
| New | +$13K | 0.01% | 204 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$12K | – | 489 |
|
|
2015
Q1 | $12K | Buy |
+200
| New | +$12K | 0.01% | 246 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$6K | – | 499 |
|
|
2014
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 275 |
|