Charles Schwab’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
546,399
+12,641
| +2% | +$258K | ﹤0.01% | 1960 |
|
|
2025
Q1 | $8.64M | Buy |
533,758
+12,830
| +2% | +$208K | ﹤0.01% | 2022 |
|
|
2024
Q4 | $7.08M | Buy |
520,928
+144,733
| +38% | +$1.97M | ﹤0.01% | 2168 |
|
|
2024
Q3 | $8.62M | Sell |
376,195
-72,349
| -16% | -$1.66M | ﹤0.01% | 2102 |
|
|
2024
Q2 | $11.3M | Buy |
448,544
+5,493
| +1% | +$139K | ﹤0.01% | 1982 |
|
|
2024
Q1 | $31.4M | Buy |
443,051
+29,642
| +7% | +$2.1M | 0.01% | 1323 |
|
|
2023
Q4 | $38.7M | Sell |
413,409
-61,315
| -13% | -$5.74M | 0.01% | 1167 |
|
|
2023
Q3 | $61.5M | Buy |
474,724
+14,355
| +3% | +$1.86M | 0.02% | 758 |
|
|
2023
Q2 | $124M | Buy |
460,369
+3,397
| +0.7% | +$914K | 0.04% | 435 |
|
|
2023
Q1 | $139M | Buy |
456,972
+3,391
| +0.7% | +$1.03M | 0.04% | 385 |
|
|
2022
Q4 | $128M | Buy |
453,581
+20,071
| +5% | +$5.69M | 0.04% | 400 |
|
|
2022
Q3 | $100M | Buy |
433,510
+7,204
| +2% | +$1.67M | 0.04% | 442 |
|
|
2022
Q2 | $117M | Buy |
426,306
+31,024
| +8% | +$8.49M | 0.04% | 394 |
|
|
2022
Q1 | $127M | Buy |
395,282
+10,516
| +3% | +$3.39M | 0.04% | 423 |
|
|
2021
Q4 | $108M | Buy |
384,766
+105,383
| +38% | +$29.6M | 0.03% | 497 |
|
|
2021
Q3 | $74.1M | Buy |
279,383
+127,230
| +84% | +$33.7M | 0.02% | 644 |
|
|
2021
Q2 | $42.1M | Buy |
152,153
+2,981
| +2% | +$824K | 0.01% | 993 |
|
|
2021
Q1 | $42.9M | Buy |
149,172
+4,278
| +3% | +$1.23M | 0.02% | 947 |
|
|
2020
Q4 | $46.2M | Buy |
144,894
+4,093
| +3% | +$1.31M | 0.02% | 811 |
|
|
2020
Q3 | $33.6M | Sell |
140,801
-104,253
| -43% | -$24.8M | 0.02% | 886 |
|
|
2020
Q2 | $34M | Buy |
245,054
+27,412
| +13% | +$3.8M | 0.02% | 818 |
|
|
2020
Q1 | $17.8M | Buy |
217,642
+22,963
| +12% | +$1.88M | 0.01% | 1091 |
|
|
2019
Q4 | $18.5M | Buy |
194,679
+5,944
| +3% | +$565K | 0.01% | 1261 |
|
|
2019
Q3 | $15.8M | Buy |
188,735
+20,522
| +12% | +$1.72M | 0.01% | 1302 |
|
|
2019
Q2 | $10.5M | Buy |
168,213
+3,486
| +2% | +$218K | 0.01% | 1567 |
|
|
2019
Q1 | $6.21M | Buy |
164,727
+13,203
| +9% | +$497K | ﹤0.01% | 1873 |
|
|
2018
Q4 | $5.32M | Sell |
151,524
-2,343
| -2% | -$82.2K | ﹤0.01% | 1878 |
|
|
2018
Q3 | $5.79M | Buy |
153,867
+27,462
| +22% | +$1.03M | ﹤0.01% | 1966 |
|
|
2018
Q2 | $6.05M | Buy |
126,405
+12,764
| +11% | +$611K | ﹤0.01% | 1906 |
|
|
2018
Q1 | $5.98M | Buy |
113,641
+5,323
| +5% | +$280K | ﹤0.01% | 1845 |
|
|
2017
Q4 | $4.07M | Sell |
108,318
-12,162
| -10% | -$457K | ﹤0.01% | 2030 |
|
|
2017
Q3 | $3.44M | Buy |
120,480
+18,914
| +19% | +$540K | ﹤0.01% | 2070 |
|
|
2017
Q2 | $2.03M | Buy |
101,566
+19,694
| +24% | +$394K | ﹤0.01% | 2216 |
|
|
2017
Q1 | $1.28M | Buy |
81,872
+7,140
| +10% | +$111K | ﹤0.01% | 2348 |
|
|
2016
Q4 | $927K | Buy |
74,732
+6,671
| +10% | +$82.7K | ﹤0.01% | 2455 |
|
|
2016
Q3 | $1.17M | Buy |
+68,061
| New | +$1.17M | ﹤0.01% | 2363 |
|
|
2016
Q2 | – | Sell |
-9,952
| Closed | -$251K | – | 3131 |
|
|
2016
Q1 | $251K | Buy |
9,952
+408
| +4% | +$10.3K | ﹤0.01% | 2826 |
|
|
2015
Q4 | $269K | Buy |
9,544
+520
| +6% | +$14.7K | ﹤0.01% | 2897 |
|
|
2015
Q3 | $207K | Buy |
9,024
+1,331
| +17% | +$30.5K | ﹤0.01% | 2947 |
|
|
2015
Q2 | $280K | Buy |
+7,693
| New | +$280K | ﹤0.01% | 2903 |
|