Spire Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Buy |
3,185
+2,790
| +706% | +$56.9K | ﹤0.01% | 1118 |
|
|
2025
Q1 | $6.39K | Sell |
395
-900
| -69% | -$14.6K | ﹤0.01% | 1991 |
|
|
2024
Q4 | $17.6K | Buy |
1,295
+1,200
| +1,263% | +$16.3K | ﹤0.01% | 1660 |
|
|
2024
Q3 | $2.18K | Sell |
95
-3
| -3% | -$69 | ﹤0.01% | 1992 |
|
|
2024
Q2 | $2.48K | Buy |
98
+3
| +3% | +$76 | ﹤0.01% | 1970 |
|
|
2024
Q1 | $6.77K | Sell |
95
-5
| -5% | -$356 | ﹤0.01% | 1847 |
|
|
2023
Q4 | $6.94K | Sell |
100
-4
| -4% | -$277 | ﹤0.01% | 1860 |
|
|
2023
Q3 | $13.5K | Sell |
104
-163
| -61% | -$21.2K | ﹤0.01% | 1641 |
|
|
2023
Q2 | $71.9K | Buy |
267
+11
| +4% | +$2.96K | ﹤0.01% | 1071 |
|
|
2023
Q1 | $77.9K | Buy |
256
+241
| +1,607% | +$73.4K | ﹤0.01% | 1041 |
|
|
2022
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 1918 |
|
|
2022
Q3 | $4K | Sell |
15
-129
| -90% | -$34.4K | ﹤0.01% | 1815 |
|
|
2022
Q2 | $40K | Buy |
144
+20
| +16% | +$5.56K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $40K | Hold |
124
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q4 | $35K | Hold |
124
| – | – | ﹤0.01% | 1890 |
|
|
2021
Q3 | $33K | Sell |
124
-400
| -76% | -$106K | ﹤0.01% | 1650 |
|
|
2021
Q2 | $145K | Sell |
524
-477
| -48% | -$132K | ﹤0.01% | 1061 |
|
|
2021
Q1 | $287K | Buy |
+1,001
| New | +$287K | 0.01% | 890 |
|