Raymond James Financial Services Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,266
| Closed | -$587K | – | 3493 |
|
|
2024
Q1 | $587K | Buy |
8,266
+781
| +10% | +$55.4K | ﹤0.01% | 2393 |
|
|
2023
Q4 | $701K | Sell |
7,485
-1,154
| -13% | -$108K | ﹤0.01% | 2186 |
|
|
2023
Q3 | $1.12M | Buy |
8,639
+1,663
| +24% | +$215K | ﹤0.01% | 1835 |
|
|
2023
Q2 | $1.88M | Buy |
6,976
+204
| +3% | +$54.9K | ﹤0.01% | 1538 |
|
|
2023
Q1 | $2.06M | Buy |
6,772
+68
| +1% | +$20.7K | ﹤0.01% | 1471 |
|
|
2022
Q4 | $1.9M | Sell |
6,704
-312
| -4% | -$88.4K | ﹤0.01% | 1470 |
|
|
2022
Q3 | $1.62M | Buy |
7,016
+4
| +0.1% | +$926 | ﹤0.01% | 1543 |
|
|
2022
Q2 | $1.92M | Sell |
7,012
-2,296
| -25% | -$628K | ﹤0.01% | 1459 |
|
|
2022
Q1 | $3M | Buy |
9,308
+42
| +0.5% | +$13.5K | 0.01% | 1271 |
|
|
2021
Q4 | $2.6M | Sell |
9,266
-619
| -6% | -$174K | ﹤0.01% | 1367 |
|
|
2021
Q3 | $2.62M | Sell |
9,885
-74
| -0.7% | -$19.6K | 0.01% | 1325 |
|
|
2021
Q2 | $2.75M | Sell |
9,959
-343
| -3% | -$94.8K | 0.01% | 1299 |
|
|
2021
Q1 | $2.96M | Buy |
10,302
+658
| +7% | +$189K | 0.01% | 1177 |
|
|
2020
Q4 | $3.08M | Buy |
9,644
+867
| +10% | +$277K | 0.01% | 1060 |
|
|
2020
Q3 | $2.09M | Sell |
8,777
-7,094
| -45% | -$1.69M | 0.01% | 1150 |
|
|
2020
Q2 | $2.2M | Buy |
15,871
+6,670
| +72% | +$926K | 0.01% | 1079 |
|
|
2020
Q1 | $753K | Buy |
9,201
+2,465
| +37% | +$202K | ﹤0.01% | 1339 |
|
|
2019
Q4 | $641K | Sell |
6,736
-61
| -0.9% | -$5.81K | ﹤0.01% | 1814 |
|
|
2019
Q3 | $569K | Sell |
6,797
-516
| -7% | -$43.2K | ﹤0.01% | 1821 |
|
|
2019
Q2 | $457K | Buy |
7,313
+200
| +3% | +$12.5K | ﹤0.01% | 1990 |
|
|
2019
Q1 | $268K | Buy |
+7,113
| New | +$268K | ﹤0.01% | 2319 |
|