Transamerica 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 579 |
|
|
2024
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 453 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 623 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 418 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 476 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 453 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$1K | – | 249 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 365 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | -$2K | – | 200 |
|
|
2019
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 380 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$2K | – | 187 |
|
|
2018
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 354 |
|
|
2018
Q3 | $2K | Sell |
30
-2
| -6% | -$133 | ﹤0.01% | 361 |
|
|
2018
Q2 | $3K | Sell |
32
-1,626
| -98% | -$152K | ﹤0.01% | 289 |
|
|
2018
Q1 | $106K | Sell |
1,658
-77,189
| -98% | -$4.93M | 0.02% | 212 |
|
|
2017
Q4 | $4.99M | Sell |
78,847
-17,740
| -18% | -$1.12M | 0.66% | 51 |
|
|
2017
Q3 | $7.45M | Buy |
96,587
+12,422
| +15% | +$959K | 0.92% | 29 |
|
|
2017
Q2 | $6.58M | Buy |
84,165
+2,775
| +3% | +$217K | 0.89% | 35 |
|
|
2017
Q1 | $6.48M | Sell |
81,390
-405
| -0.5% | -$32.2K | 0.78% | 37 |
|
|
2016
Q4 | $5.89M | Buy |
81,795
+3,347
| +4% | +$241K | 0.7% | 41 |
|
|
2016
Q3 | $5.67M | Buy |
78,448
+7,017
| +10% | +$507K | 0.61% | 47 |
|
|
2016
Q2 | $5.55M | Sell |
71,431
-476
| -0.7% | -$37K | 0.56% | 46 |
|
|
2016
Q1 | $5.17M | Buy |
71,907
+8,511
| +13% | +$612K | 0.44% | 53 |
|
|
2015
Q4 | $3.75M | Buy |
63,396
+3,764
| +6% | +$223K | 0.28% | 75 |
|
|
2015
Q3 | $3.76M | Buy |
59,632
+1,526
| +3% | +$96.2K | 0.3% | 65 |
|
|
2015
Q2 | $3.23M | Buy |
58,106
+4,377
| +8% | +$243K | 0.23% | 89 |
|
|
2015
Q1 | $3.36M | Buy |
53,729
+7,550
| +16% | +$472K | 0.23% | 80 |
|
|
2014
Q4 | $3.02M | Buy |
46,179
+4,714
| +11% | +$309K | 0.24% | 57 |
|
|
2014
Q3 | $2.32M | Buy |
41,465
+583
| +1% | +$32.6K | 0.21% | 69 |
|
|
2014
Q2 | $2.38M | Buy |
40,882
+2,060
| +5% | +$120K | 0.21% | 73 |
|
|
2014
Q1 | $2.2M | Buy |
38,822
+36,650
| +1,687% | +$2.08M | 0.22% | 63 |
|
|
2013
Q4 | $101K | Buy |
2,172
+1,972
| +986% | +$91.7K | 0.01% | 274 |
|
|
2013
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 435 |
|
|
2013
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 423 |
|