Clearstead Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694 | Buy |
+34
| New | +$694 | ﹤0.01% | 2460 |
|
|
2025
Q1 | – | Sell |
-231
| Closed | -$3.14K | – | 2301 |
|
|
2024
Q4 | $3.14K | Buy |
+231
| New | +$3.14K | ﹤0.01% | 1781 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$1.3K | – | 1625 |
|
|
2023
Q3 | $1.3K | Buy |
10
+5
| +100% | +$648 | ﹤0.01% | 1439 |
|
|
2023
Q2 | $1.35K | Hold |
5
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q1 | $1.52K | Hold |
5
| – | – | ﹤0.01% | 1180 |
|
|
2022
Q4 | $1.42K | Hold |
5
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q4 | $1K | Sell |
5
-20
| -80% | -$4K | ﹤0.01% | 1208 |
|
|
2021
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 986 |
|
|
2021
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 843 |
|
|
2021
Q1 | $7K | Buy |
25
+20
| +400% | +$5.6K | ﹤0.01% | 832 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 899 |
|