United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
5,497
-4,061
| -42% | -$210K | ﹤0.01% | 933 |
|
|
2025
Q1 | $563K | Buy |
9,558
+2,026
| +27% | +$119K | ﹤0.01% | 705 |
|
|
2024
Q4 | $601K | Sell |
7,532
-339
| -4% | -$27.1K | 0.01% | 679 |
|
|
2024
Q3 | $685K | Buy |
7,871
+150
| +2% | +$13.1K | 0.01% | 643 |
|
|
2024
Q2 | $554K | Buy |
7,721
+299
| +4% | +$21.5K | ﹤0.01% | 677 |
|
|
2024
Q1 | $525K | Buy |
7,422
+550
| +8% | +$38.9K | ﹤0.01% | 721 |
|
|
2023
Q4 | $491K | Buy |
+6,872
| New | +$491K | ﹤0.01% | 729 |
|
|
2023
Q2 | – | Sell |
-3,516
| Closed | -$248K | – | 913 |
|
|
2023
Q1 | $248K | Sell |
3,516
-711
| -17% | -$50.2K | ﹤0.01% | 866 |
|
|
2022
Q4 | $269K | Sell |
4,227
-271
| -6% | -$17.2K | ﹤0.01% | 910 |
|
|
2022
Q3 | $255K | Sell |
4,498
-884
| -16% | -$50.1K | ﹤0.01% | 956 |
|
|
2022
Q2 | $340K | Buy |
5,382
+393
| +8% | +$24.8K | ﹤0.01% | 905 |
|
|
2022
Q1 | $350K | Sell |
4,989
-356
| -7% | -$25K | ﹤0.01% | 943 |
|
|
2021
Q4 | $365K | Buy |
5,345
+74
| +1% | +$5.05K | ﹤0.01% | 955 |
|
|
2021
Q3 | $292K | Buy |
5,271
+286
| +6% | +$15.8K | ﹤0.01% | 1017 |
|
|
2021
Q2 | $288K | Sell |
4,985
-1,077
| -18% | -$62.2K | ﹤0.01% | 1027 |
|
|
2021
Q1 | $355K | Sell |
6,062
-1,792
| -23% | -$105K | ﹤0.01% | 943 |
|
|
2020
Q4 | $493K | Buy |
7,854
+1,646
| +27% | +$103K | ﹤0.01% | 848 |
|
|
2020
Q3 | $316K | Sell |
6,208
-616
| -9% | -$31.4K | ﹤0.01% | 940 |
|
|
2020
Q2 | $371K | Sell |
6,824
-167
| -2% | -$9.08K | ﹤0.01% | 950 |
|
|
2020
Q1 | $383K | Sell |
6,991
-12,462
| -64% | -$683K | ﹤0.01% | 906 |
|
|
2019
Q4 | $1.47M | Buy |
19,453
+808
| +4% | +$60.9K | 0.01% | 663 |
|
|
2019
Q3 | $1.41M | Sell |
18,645
-991
| -5% | -$74.7K | 0.01% | 651 |
|
|
2019
Q2 | $1.32M | Sell |
19,636
-673
| -3% | -$45.4K | 0.01% | 719 |
|
|
2019
Q1 | $1.26M | Buy |
20,309
+10,133
| +100% | +$628K | 0.01% | 710 |
|
|
2018
Q4 | $578K | Buy |
10,176
+55
| +0.5% | +$3.12K | ﹤0.01% | 874 |
|
|
2018
Q3 | $685K | Buy |
10,121
+169
| +2% | +$11.4K | ﹤0.01% | 886 |
|
|
2018
Q2 | $630K | Buy |
9,952
+141
| +1% | +$8.93K | ﹤0.01% | 880 |
|
|
2018
Q1 | $625K | Sell |
9,811
-4,210
| -30% | -$268K | ﹤0.01% | 897 |
|
|
2017
Q4 | $887K | Sell |
14,021
-4,395
| -24% | -$278K | 0.01% | 821 |
|
|
2017
Q3 | $1.42M | Sell |
18,416
-170
| -0.9% | -$13.1K | 0.01% | 670 |
|
|
2017
Q2 | $1.45M | Sell |
18,586
-567
| -3% | -$44.3K | 0.01% | 658 |
|
|
2017
Q1 | $1.53M | Sell |
19,153
-426
| -2% | -$33.9K | 0.01% | 630 |
|
|
2016
Q4 | $1.41M | Buy |
19,579
+4,671
| +31% | +$336K | 0.01% | 647 |
|
|
2016
Q3 | $1.08M | Buy |
14,908
+542
| +4% | +$39.2K | 0.01% | 753 |
|
|
2016
Q2 | $1.12M | Buy |
14,366
+2,418
| +20% | +$189K | 0.01% | 706 |
|
|
2016
Q1 | $859K | Sell |
11,948
-1,391
| -10% | -$100K | 0.01% | 733 |
|
|
2015
Q4 | $790K | Sell |
13,339
-1,871
| -12% | -$111K | 0.01% | 753 |
|
|
2015
Q3 | $959K | Buy |
15,210
+421
| +3% | +$26.5K | 0.01% | 703 |
|
|
2015
Q2 | $822K | Buy |
14,789
+1,595
| +12% | +$88.7K | 0.01% | 765 |
|
|
2015
Q1 | $804K | Buy |
13,194
+8,268
| +168% | +$504K | 0.01% | 774 |
|
|
2014
Q4 | $323K | Buy |
+4,926
| New | +$323K | ﹤0.01% | 942 |
|
|
2013
Q4 | – | Sell |
-106,115
| Closed | -$4.89M | – | 675 |
|
|
2013
Q3 | $4.89M | Sell |
106,115
-2,524
| -2% | -$116K | 0.16% | 149 |
|
|
2013
Q2 | $5.23M | Buy |
+108,639
| New | +$5.23M | 0.14% | 185 |
|