Janney Montgomery Scott’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,671
| Closed | -$227K | – | 2849 |
|
2024
Q4 | $227K | Buy |
+16,671
| New | +$227K | ﹤0.01% | 2488 |
|
2024
Q1 | – | Sell |
-5,806
| Closed | -$543K | – | 2814 |
|
2023
Q4 | $543K | Sell |
5,806
-3,994
| -41% | -$374K | ﹤0.01% | 1838 |
|
2023
Q3 | $1.27M | Buy |
9,800
+2,803
| +40% | +$363K | ﹤0.01% | 1214 |
|
2023
Q2 | $1.88M | Buy |
6,997
+558
| +9% | +$150K | 0.01% | 1101 |
|
2023
Q1 | $1.96M | Buy |
6,439
+380
| +6% | +$115K | 0.01% | 984 |
|
2022
Q4 | $1.72M | Sell |
6,059
-700
| -10% | -$198K | 0.01% | 1096 |
|
2022
Q3 | $1.56M | Sell |
6,759
-4,084
| -38% | -$945K | 0.01% | 1090 |
|
2022
Q2 | $3.01M | Buy |
10,843
+6,405
| +144% | +$1.78M | 0.01% | 753 |
|
2022
Q1 | $1.43M | Sell |
4,438
-2,733
| -38% | -$881K | 0.01% | 1073 |
|
2021
Q4 | $2.01M | Buy |
7,171
+1,686
| +31% | +$473K | 0.01% | 986 |
|
2021
Q3 | $1.46M | Buy |
5,485
+486
| +10% | +$129K | 0.01% | 1097 |
|
2021
Q2 | $1.38M | Sell |
4,999
-7,938
| -61% | -$2.19M | 0.01% | 1117 |
|
2021
Q1 | $3.72M | Sell |
12,937
-1,043
| -7% | -$300K | 0.02% | 648 |
|
2020
Q4 | $4.46M | Sell |
13,980
-16,800
| -55% | -$5.36M | 0.02% | 575 |
|
2020
Q3 | $7.34M | Sell |
30,780
-801
| -3% | -$191K | 0.04% | 370 |
|
2020
Q2 | $4.38M | Buy |
31,581
+1,332
| +4% | +$185K | 0.03% | 493 |
|
2020
Q1 | $2.48M | Buy |
30,249
+13,473
| +80% | +$1.1M | 0.02% | 618 |
|
2019
Q4 | $1.6M | Buy |
16,776
+7,082
| +73% | +$673K | 0.01% | 875 |
|
2019
Q3 | $812K | Buy |
+9,694
| New | +$812K | 0.01% | 1129 |
|
2018
Q3 | – | Sell |
-13,376
| Closed | -$640K | – | 2125 |
|
2018
Q2 | $640K | Buy |
13,376
+678
| +5% | +$32.4K | 0.01% | 1253 |
|
2018
Q1 | $668K | Sell |
12,698
-6
| -0% | -$316 | 0.01% | 1172 |
|
2017
Q4 | $477K | Buy |
+12,704
| New | +$477K | 0.01% | 1325 |
|