Oppenheimer & Co’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,548
| Closed | -$200K | – | 1450 |
|
|
2023
Q3 | $200K | Sell |
1,548
-505
| -25% | -$65.4K | ﹤0.01% | 1264 |
|
|
2023
Q2 | $552K | Buy |
2,053
+268
| +15% | +$72.1K | 0.01% | 931 |
|
|
2023
Q1 | $543K | Buy |
1,785
+290
| +19% | +$88.1K | 0.01% | 911 |
|
|
2022
Q4 | $423K | Sell |
1,495
-11
| -0.7% | -$3.12K | 0.01% | 968 |
|
|
2022
Q3 | $349K | Buy |
1,506
+384
| +34% | +$89K | 0.01% | 1016 |
|
|
2022
Q2 | $307K | Buy |
1,122
+390
| +53% | +$107K | 0.01% | 1099 |
|
|
2022
Q1 | $236K | Sell |
732
-381
| -34% | -$123K | ﹤0.01% | 1289 |
|
|
2021
Q4 | $312K | Sell |
1,113
-16
| -1% | -$4.49K | 0.01% | 1212 |
|
|
2021
Q3 | $299K | Sell |
1,129
-854
| -43% | -$226K | 0.01% | 1227 |
|
|
2021
Q2 | $548K | Buy |
1,983
+574
| +41% | +$159K | 0.01% | 989 |
|
|
2021
Q1 | $405K | Sell |
1,409
-1,426
| -50% | -$410K | 0.01% | 1048 |
|
|
2020
Q4 | $905K | Sell |
2,835
-410
| -13% | -$131K | 0.02% | 681 |
|
|
2020
Q3 | $773K | Sell |
3,245
-1,144
| -26% | -$273K | 0.02% | 676 |
|
|
2020
Q2 | $609K | Buy |
4,389
+348
| +9% | +$48.3K | 0.02% | 724 |
|
|
2020
Q1 | $330K | Sell |
4,041
-2,773
| -41% | -$226K | 0.01% | 875 |
|
|
2019
Q4 | $648K | Buy |
6,814
+3,066
| +82% | +$292K | 0.02% | 750 |
|
|
2019
Q3 | $314K | Sell |
3,748
-2,400
| -39% | -$201K | 0.01% | 966 |
|
|
2019
Q2 | $384K | Sell |
6,148
-7,047
| -53% | -$440K | 0.01% | 910 |
|
|
2019
Q1 | $497K | Buy |
13,195
+5,562
| +73% | +$209K | 0.01% | 829 |
|
|
2018
Q4 | $268K | Buy |
7,633
+809
| +12% | +$28.4K | 0.01% | 989 |
|
|
2018
Q3 | $257K | Buy |
+6,824
| New | +$257K | 0.01% | 1126 |
|
|
2016
Q2 | – | Sell |
-121,530
| Closed | -$3.06M | – | 1292 |
|
|
2016
Q1 | $3.06M | Buy |
+121,530
| New | +$3.06M | 0.09% | 244 |
|