CAPTRUST Financial Advisors’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$662K Buy
2024
Q1
Sell
2023
Q4
$340K Buy
2023
Q3
$339K Buy
2023
Q2
$699K Sell
2023
Q1
$829K Buy
2022
Q4
$329K Buy
2022
Q3
$260K Sell
2022
Q2
$317K Sell
2022
Q1
$384K Sell
2021
Q4
$400K Buy
2021
Q3
$337K Sell
2021
Q2
$359K Sell
2021
Q1
$581K Buy
2020
Q4
$137K Buy
2020
Q3
$74K Buy
2020
Q2
$12K Buy