Allworth Financial’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5K | Buy |
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|
2025
Q2 | $5.45K | Buy |
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|
2025
Q1 | $2.77K | Buy |
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|
2024
Q4 | $1.45K | Sell |
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|
2024
Q3 | $5.71K | Buy |
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|
2024
Q2 | $2.03K | Buy |
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|
2024
Q1 | $3.27K | Sell |
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|
2023
Q4 | $20.2K | Buy |
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|
2023
Q3 | $6.09K | Buy |
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|
2023
Q2 | $3.77K | Sell |
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|
2023
Q1 | $5.17K | Buy |
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|
2022
Q4 | $1.7K | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $1K | Buy |
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