United Capital Financial Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $795K | Buy |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $288K | Sell |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $493K | Buy |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $383K | Sell |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $578K | Buy |
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|
2018
Q3 | $685K | Buy |
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|
2018
Q2 | $630K | Buy |
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|
2018
Q1 | $625K | Sell |
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|
2017
Q4 | $887K | Sell |
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|
2017
Q3 | $1.42M | Sell |
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|
2017
Q2 | $1.45M | Sell |
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|
2017
Q1 | $1.52M | Sell |
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|
2016
Q4 | $1.41M | Buy |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $1.12M | Buy |
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|
2016
Q1 | $859K | Sell |
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|
2015
Q4 | $790K | Sell |
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|
2015
Q3 | $959K | Buy |
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|
2015
Q2 | $822K | Buy |
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|
2015
Q1 | $804K | Buy |
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|
2014
Q4 | $323K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4.89M | Sell |
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|
2013
Q2 | $5.23M | Buy |
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