Allworth Financial’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45K | Buy |
267
+31
| +13% | +$632 | ﹤0.01% | 3208 |
|
|
2025
Q1 | $2.77K | Buy |
236
+125
| +113% | +$1.47K | ﹤0.01% | 3063 |
|
|
2024
Q4 | $1.45K | Sell |
111
-138
| -55% | -$1.8K | ﹤0.01% | 3271 |
|
|
2024
Q3 | $5.71K | Buy |
249
+170
| +215% | +$3.9K | ﹤0.01% | 2508 |
|
|
2024
Q2 | $2.03K | Buy |
79
+33
| +72% | +$848 | ﹤0.01% | 2916 |
|
|
2024
Q1 | $3.27K | Sell |
46
-170
| -79% | -$12.1K | ﹤0.01% | 2598 |
|
|
2023
Q4 | $20.2K | Buy |
216
+169
| +360% | +$15.8K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $6.09K | Buy |
47
+33
| +236% | +$4.28K | ﹤0.01% | 2029 |
|
|
2023
Q2 | $3.77K | Sell |
14
-3
| -18% | -$807 | ﹤0.01% | 2226 |
|
|
2023
Q1 | $5.17K | Buy |
17
+11
| +183% | +$3.34K | ﹤0.01% | 2022 |
|
|
2022
Q4 | $1.7K | Sell |
6
-5
| -45% | -$1.42K | ﹤0.01% | 2296 |
|
|
2022
Q3 | $3K | Buy |
11
+5
| +83% | +$1.36K | ﹤0.01% | 2060 |
|
|
2022
Q2 | $2K | Buy |
6
+4
| +200% | +$1.33K | ﹤0.01% | 2029 |
|
|
2022
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 2011 |
|