Jones Financial Companies’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	$102K	Sell	1,969 -3,173	-62%	-$119K	﹤0.01%	2663
2025 Q4	$148K	Buy	5,142 +272	+6%	+$9.48K	﹤0.01%	2046
2025 Q3	$192K	Buy	4,870 +3,093	+174%	+$92.4K	﹤0.01%	1800
2025 Q2	$35.2K	Sell	1,777 -1,016	-36%	-$16.8K	﹤0.01%	2361
2025 Q1	$44.3K	Buy	2,793 +352	+14%	+$5.47K	﹤0.01%	2114
2024 Q4	$33.2K	Buy	2,441 +1,954	+401%	+$30.1K	﹤0.01%	2052
2024 Q3	$11.3K	Buy	487 +276	+131%	+$6.71K	﹤0.01%	2175
2024 Q2	$5.33K	Buy	+211	New	+$11K	﹤0.01%	1929
2023 Q1	–	Sell	-47	Closed	-$13K	–	753
2022 Q4	$13K	Hold	47	–	–	﹤0.01%	459
2022 Q3	$11K	Sell	47 -2	-4%	-$590	﹤0.01%	417
2022 Q2	$13K	Sell	49 -4	-8%	-$1.09K	﹤0.01%	448
2022 Q1	$17K	Buy	53 +6	+13%	+$1.65K	﹤0.01%	456
2021 Q4	$13K	Hold	47	–	–	﹤0.01%	523
2021 Q3	$12K	Hold	47	–	–	﹤0.01%	477
2021 Q2	$13K	Hold	47	–	–	﹤0.01%	449
2021 Q1	$14K	Sell	47 -28	-37%	-$8.44K	﹤0.01%	501
2020 Q4	$24K	Buy	+75	New	+$20.7K	﹤0.01%	347