LPL Financial’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
14,819
+2,481
| +20% | +$50.6K | ﹤0.01% | 4659 |
|
|
2025
Q1 | $200K | Buy |
+12,338
| New | +$200K | ﹤0.01% | 4751 |
|
|
2024
Q4 | – | Sell |
-9,270
| Closed | -$212K | – | 5261 |
|
|
2024
Q3 | $212K | Sell |
9,270
-1,727
| -16% | -$39.6K | ﹤0.01% | 4586 |
|
|
2024
Q2 | $278K | Buy |
10,997
+2,024
| +23% | +$51.1K | ﹤0.01% | 4254 |
|
|
2024
Q1 | $637K | Sell |
8,973
-1,413
| -14% | -$100K | ﹤0.01% | 3536 |
|
|
2023
Q4 | $972K | Sell |
10,386
-1,849
| -15% | -$173K | ﹤0.01% | 3050 |
|
|
2023
Q3 | $1.58M | Sell |
12,235
-5,451
| -31% | -$706K | ﹤0.01% | 2493 |
|
|
2023
Q2 | $4.76M | Buy |
17,686
+956
| +6% | +$257K | ﹤0.01% | 1586 |
|
|
2023
Q1 | $5.09M | Buy |
16,730
+2,370
| +17% | +$720K | ﹤0.01% | 1494 |
|
|
2022
Q4 | $4.07M | Buy |
14,360
+720
| +5% | +$204K | ﹤0.01% | 1584 |
|
|
2022
Q3 | $3.16M | Buy |
13,640
+747
| +6% | +$173K | ﹤0.01% | 1677 |
|
|
2022
Q2 | $3.53M | Sell |
12,893
-4,450
| -26% | -$1.22M | ﹤0.01% | 1613 |
|
|
2022
Q1 | $5.59M | Buy |
17,343
+4,139
| +31% | +$1.33M | ﹤0.01% | 1373 |
|
|
2021
Q4 | $3.71M | Buy |
13,204
+487
| +4% | +$137K | ﹤0.01% | 1646 |
|
|
2021
Q3 | $3.37M | Buy |
12,717
+3,673
| +41% | +$974K | ﹤0.01% | 1654 |
|
|
2021
Q2 | $2.5M | Sell |
9,044
-6,946
| -43% | -$1.92M | ﹤0.01% | 1793 |
|
|
2021
Q1 | $4.6M | Sell |
15,990
-5,841
| -27% | -$1.68M | 0.01% | 1286 |
|
|
2020
Q4 | $6.97M | Buy |
21,831
+9,792
| +81% | +$3.12M | 0.01% | 932 |
|
|
2020
Q3 | $2.87M | Sell |
12,039
-2,984
| -20% | -$711K | ﹤0.01% | 1259 |
|
|
2020
Q2 | $2.09M | Sell |
15,023
-6,530
| -30% | -$906K | ﹤0.01% | 1327 |
|
|
2020
Q1 | $1.77M | Buy |
21,553
+13,087
| +155% | +$1.07M | ﹤0.01% | 1265 |
|
|
2019
Q4 | $805K | Sell |
8,466
-773
| -8% | -$73.5K | ﹤0.01% | 1993 |
|
|
2019
Q3 | $773K | Buy |
9,239
+4,862
| +111% | +$407K | ﹤0.01% | 1914 |
|
|
2019
Q2 | $273K | Buy |
+4,377
| New | +$273K | ﹤0.01% | 2770 |
|
|
2018
Q3 | – | Sell |
-4,417
| Closed | -$211K | – | 3277 |
|
|
2018
Q2 | $211K | Buy |
+4,417
| New | +$211K | ﹤0.01% | 2922 |
|
|
2017
Q1 | – | Sell |
-45,008
| Closed | -$594K | – | 2790 |
|
|
2016
Q4 | $594K | Sell |
45,008
-9,192
| -17% | -$121K | ﹤0.01% | 1590 |
|
|
2016
Q3 | $907K | Buy |
+54,200
| New | +$907K | 0.01% | 1272 |
|
|
2016
Q2 | – | Sell |
-32,520
| Closed | -$805K | – | 2930 |
|
|
2016
Q1 | $805K | Buy |
+32,520
| New | +$805K | ﹤0.01% | 1832 |
|