Creative Planning’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 | $1.18M | Buy |
23,212
+356
| +2% | +$13.4K | ﹤0.01% | 2321 |
|
|
2025
Q4 | $659K | Buy |
+22,856
| New | +$797K | ﹤0.01% | 2614 |
|
|
2024
Q1 | – | Sell |
-3,113
| Closed | -$291K | – | 2997 |
|
|
2023
Q4 | $291K | Buy |
3,113
+11
| +0.4% | +$1K | ﹤0.01% | 2103 |
|
|
2023
Q3 | $402K | Buy |
3,102
+773
| +33% | +$148K | ﹤0.01% | 1715 |
|
|
2023
Q2 | $626K | Buy |
2,329
+172
| +8% | +$49.3K | ﹤0.01% | 1415 |
|
|
2023
Q1 | $655K | Sell |
2,157
-414
| -16% | -$126K | ﹤0.01% | 1313 |
|
|
2022
Q4 | $728K | Sell |
2,571
-247
| -9% | -$65.5K | ﹤0.01% | 1201 |
|
|
2022
Q3 | $652K | Sell |
2,818
-82
| -3% | -$24.2K | ﹤0.01% | 1168 |
|
|
2022
Q2 | $794K | Buy |
2,900
+827
| +40% | +$226K | ﹤0.01% | 1070 |
|
|
2022
Q1 | $668K | Buy |
2,073
+433
| +26% | +$119K | ﹤0.01% | 1185 |
|
|
2021
Q4 | $460K | Sell |
1,640
-176
| -10% | -$55.6K | ﹤0.01% | 1359 |
|
|
2021
Q3 | $482K | Sell |
1,816
-211
| -10% | -$57.4K | ﹤0.01% | 1325 |
|
|
2021
Q2 | $560K | Sell |
2,027
-2,986
| -60% | -$752K | ﹤0.01% | 1211 |
|
|
2021
Q1 | $1.44M | Sell |
5,013
-1,573
| -24% | -$474K | ﹤0.01% | 857 |
|
|
2020
Q4 | $2.1M | Sell |
6,586
-2,916
| -31% | -$806K | ﹤0.01% | 656 |
|
|
2020
Q3 | $2.27M | Buy |
9,502
+4,196
| +79% | +$806K | 0.01% | 524 |
|
|
2020
Q2 | $736K | Sell |
5,306
-14,766
| -74% | -$1.81M | ﹤0.01% | 866 |
|
|
2020
Q1 | $1.64M | Buy |
20,072
+17,501
| +681% | +$1.85M | 0.01% | 486 |
|
|
2019
Q4 | $244K | Buy |
+2,571
| New | +$220K | ﹤0.01% | 1526 |
|
|
2018
Q4 | – | Sell |
-5,407
| Closed | -$204K | – | 2090 |
|
|
2018
Q3 | $204K | Sell |
5,407
-16,280
| -75% | -$784K | ﹤0.01% | 1670 |
|
|
2018
Q2 | $1.04M | Buy |
21,687
+357
| +2% | +$19.8K | ﹤0.01% | 731 |
|
|
2018
Q1 | $1.12M | Buy |
+21,330
| New | +$935K | ﹤0.01% | 675 |
|
|
2017
Q3 | – | Sell |
-2,950
| Closed | -$59K | – | 3388 |
|
|
2017
Q2 | $59K | Sell |
2,950
-792
| -21% | -$14K | ﹤0.01% | 2391 |
|
|
2017
Q1 | $58K | Buy |
3,742
+192
| +5% | +$2.67K | ﹤0.01% | 2371 |
|
|
2016
Q4 | $44K | Sell |
3,550
-1,200
| -25% | -$16.7K | ﹤0.01% | 2495 |
|
|
2016
Q3 | $82K | Buy |
4,750
+1,500
| +46% | +$26.4K | ﹤0.01% | 1974 |
|
|
2016
Q2 | $64K | Buy |
3,250
+200
| +7% | +$4.51K | ﹤0.01% | 1970 |
|
|
2016
Q1 | $77K | Buy |
3,050
+200
| +7% | +$5.23K | ﹤0.01% | 1792 |
|
|
2015
Q4 | $80K | Sell |
2,850
-400
| -12% | -$8.59K | ﹤0.01% | 1772 |
|
|
2015
Q3 | $74K | Buy |
+3,250
| New | +$91K | ﹤0.01% | 1775 |
|
Other funds holding SEDG
MMH
VPM
