Jones Financial Companies’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
1,777
-1,016
| -36% | -$20.1K | ﹤0.01% | 2361 |
|
|
2025
Q1 | $44.3K | Buy |
2,793
+352
| +14% | +$5.58K | ﹤0.01% | 2114 |
|
|
2024
Q4 | $33.2K | Buy |
2,441
+1,954
| +401% | +$26.6K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $11.3K | Buy |
487
+276
| +131% | +$6.38K | ﹤0.01% | 2175 |
|
|
2024
Q2 | $5.33K | Buy |
+211
| New | +$5.33K | ﹤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% | -$468 | ﹤0.01% | 417 |
|
|
2022
Q2 | $13K | Sell |
49
-4
| -8% | -$1.06K | ﹤0.01% | 448 |
|
|
2022
Q1 | $17K | Buy |
53
+6
| +13% | +$1.93K | ﹤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% | -$8.34K | ﹤0.01% | 501 |
|
|
2020
Q4 | $24K | Buy |
+75
| New | +$24K | ﹤0.01% | 347 |
|