IFP 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 | – | Sell |
-9
| Closed | -$308 | – | 3120 |
|
|
2025
Q1 | $308 | Hold |
9
| – | – | ﹤0.01% | 3558 |
|
|
2024
Q4 | $258 | Sell |
9
-5
| -36% | -$143 | ﹤0.01% | 3623 |
|
|
2024
Q3 | $321 | Sell |
14
-16
| -53% | -$367 | ﹤0.01% | 3178 |
|
|
2024
Q2 | $758 | Buy |
30
+15
| +100% | +$379 | ﹤0.01% | 3030 |
|
|
2024
Q1 | $1.07K | Sell |
15
-12
| -44% | -$852 | ﹤0.01% | 2858 |
|
|
2023
Q4 | $2.53K | Sell |
27
-3
| -10% | -$281 | ﹤0.01% | 2622 |
|
|
2023
Q3 | $3.89K | Sell |
30
-217
| -88% | -$28.1K | ﹤0.01% | 2606 |
|
|
2023
Q2 | $66.5K | Sell |
247
-4
| -2% | -$1.08K | ﹤0.01% | 1490 |
|
|
2023
Q1 | $13.7K | Sell |
251
-43
| -15% | -$2.35K | ﹤0.01% | 2171 |
|
|
2022
Q4 | $37K | Buy |
294
+113
| +62% | +$14.2K | ﹤0.01% | 2448 |
|
|
2022
Q3 | $36K | Buy |
181
+47
| +35% | +$9.35K | ﹤0.01% | 2641 |
|
|
2022
Q2 | $25K | Hold |
134
| – | – | ﹤0.01% | 2676 |
|
|
2022
Q1 | $25K | Buy |
134
+114
| +570% | +$21.3K | ﹤0.01% | 2676 |
|
|
2021
Q4 | $6K | Buy |
20
+8
| +67% | +$2.4K | ﹤0.01% | 2387 |
|
|
2021
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 2693 |
|
|
2021
Q2 | $3K | Sell |
12
-384
| -97% | -$96K | ﹤0.01% | 2637 |
|
|
2021
Q1 | $113K | Sell |
396
-5
| -1% | -$1.43K | ﹤0.01% | 1116 |
|
|
2020
Q4 | $129K | Sell |
401
-10
| -2% | -$3.22K | 0.01% | 1006 |
|
|
2020
Q3 | $99K | Buy |
411
+63
| +18% | +$15.2K | 0.01% | 1005 |
|
|
2020
Q2 | $48K | Buy |
348
+299
| +610% | +$41.2K | ﹤0.01% | 1239 |
|
|
2020
Q1 | $4K | Sell |
49
-122
| -71% | -$9.96K | ﹤0.01% | 2144 |
|
|
2019
Q4 | $16K | Buy |
+171
| New | +$16K | ﹤0.01% | 1730 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3546 |
|
|
2018
Q4 | – | Sell |
-633
| Closed | -$24K | – | 3776 |
|
|
2018
Q3 | $24K | Buy |
633
+306
| +94% | +$11.6K | ﹤0.01% | 2338 |
|
|
2018
Q2 | $16K | Buy |
327
+317
| +3,170% | +$15.5K | ﹤0.01% | 2578 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3802 |
|
|
2017
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4014 |
|
|
2017
Q1 | – | Sell |
-378
| Closed | -$5K | – | 4075 |
|
|
2016
Q4 | $5K | Sell |
378
-685
| -64% | -$9.06K | ﹤0.01% | 3291 |
|
|
2016
Q3 | $18K | Sell |
1,063
-1,278
| -55% | -$21.6K | ﹤0.01% | 2456 |
|
|
2016
Q2 | $46K | Buy |
+2,341
| New | +$46K | ﹤0.01% | 1808 |
|
|
2016
Q1 | – | Sell |
-3,710
| Closed | -$105K | – | 3265 |
|
|
2015
Q4 | $105K | Buy |
+3,710
| New | +$105K | 0.01% | 1144 |
|