Oppenheimer Asset Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-15,487
| Closed | -$1.45M | – | 1159 |
|
2023
Q4 | $1.45M | Sell |
15,487
-93
| -0.6% | -$8.71K | 0.02% | 603 |
|
2023
Q3 | $2.02M | Buy |
15,580
+1,116
| +8% | +$145K | 0.03% | 491 |
|
2023
Q2 | $3.89M | Buy |
14,464
+2,466
| +21% | +$663K | 0.06% | 338 |
|
2023
Q1 | $3.65M | Sell |
11,998
-969
| -7% | -$295K | 0.06% | 340 |
|
2022
Q4 | $3.67M | Buy |
12,967
+46
| +0.4% | +$13K | 0.06% | 329 |
|
2022
Q3 | $2.99M | Sell |
12,921
-249
| -2% | -$57.6K | 0.05% | 352 |
|
2022
Q2 | $3.6M | Buy |
13,170
+1,100
| +9% | +$301K | 0.06% | 325 |
|
2022
Q1 | $3.89M | Buy |
12,070
+1,296
| +12% | +$418K | 0.06% | 354 |
|
2021
Q4 | $3.02M | Buy |
10,774
+1,698
| +19% | +$476K | 0.04% | 430 |
|
2021
Q3 | $2.41M | Buy |
9,076
+246
| +3% | +$65.2K | 0.03% | 478 |
|
2021
Q2 | $2.44M | Sell |
8,830
-93
| -1% | -$25.7K | 0.03% | 468 |
|
2021
Q1 | $2.57M | Buy |
8,923
+99
| +1% | +$28.5K | 0.04% | 439 |
|
2020
Q4 | $2.82M | Sell |
8,824
-4,476
| -34% | -$1.43M | 0.05% | 394 |
|
2020
Q3 | $3.17M | Sell |
13,300
-2,238
| -14% | -$534K | 0.06% | 329 |
|
2020
Q2 | $2.16M | Buy |
15,538
+1,609
| +12% | +$223K | 0.04% | 384 |
|
2020
Q1 | $1.14M | Buy |
+13,929
| New | +$1.14M | 0.03% | 506 |
|