Security National Bank’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 |
-18,538
| Closed | -$1.74M | – | 316 |
|
|
2023
Q4 | $1.74M | Sell |
18,538
-5,867
| -24% | -$549K | 0.39% | 53 |
|
|
2023
Q3 | $3.19M | Buy |
24,405
+514
| +2% | +$67.2K | 0.9% | 41 |
|
|
2023
Q2 | $6.43M | Sell |
23,891
-965
| -4% | -$260K | 1.64% | 22 |
|
|
2023
Q1 | $7.55M | Sell |
24,856
-620
| -2% | -$188K | 2.02% | 17 |
|
|
2022
Q4 | $7.22M | Sell |
25,476
-793
| -3% | -$225K | 1.95% | 18 |
|
|
2022
Q3 | $6.08M | Buy |
26,269
+344
| +1% | +$79.6K | 1.7% | 22 |
|
|
2022
Q2 | $7.1M | Sell |
25,925
-563
| -2% | -$154K | 1.97% | 18 |
|
|
2022
Q1 | $8.54M | Sell |
26,488
-213
| -0.8% | -$68.7K | 1.95% | 17 |
|
|
2021
Q4 | $7.49M | Buy |
26,701
+18
| +0.1% | +$5.05K | 1.7% | 25 |
|
|
2021
Q3 | $7.08M | Buy |
26,683
+944
| +4% | +$250K | 1.78% | 24 |
|
|
2021
Q2 | $7.11M | Buy |
25,739
+475
| +2% | +$131K | 1.87% | 21 |
|
|
2021
Q1 | $7.26M | Sell |
25,264
-156
| -0.6% | -$44.8K | 2.14% | 18 |
|
|
2020
Q4 | $8.11M | Sell |
25,420
-758
| -3% | -$242K | 2.58% | 13 |
|
|
2020
Q3 | $6.24M | Buy |
26,178
+367
| +1% | +$87.5K | 2.17% | 14 |
|
|
2020
Q2 | $3.58M | Buy |
25,811
+172
| +0.7% | +$23.9K | 1.48% | 28 |
|
|
2020
Q1 | $2.1M | Buy |
25,639
+1,192
| +5% | +$97.6K | 1.1% | 35 |
|
|
2019
Q4 | $2.33M | Buy |
24,447
+831
| +4% | +$79K | 1.04% | 40 |
|
|
2019
Q3 | $1.98M | Buy |
+23,616
| New | +$1.98M | 0.93% | 42 |
|