Steward Partners Investment Advisory’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20 | Hold |
1
| – | – | ﹤0.01% | 4091 |
|
|
2025
Q1 | $16 | Hold |
1
| – | – | ﹤0.01% | 3997 |
|
|
2024
Q4 | $14 | Hold |
1
| – | – | ﹤0.01% | 3957 |
|
|
2024
Q3 | $23 | Sell |
1
-1
| -50% | -$23 | ﹤0.01% | 3709 |
|
|
2024
Q2 | $51 | Hold |
2
| – | – | ﹤0.01% | 3571 |
|
|
2024
Q1 | $142 | Sell |
2
-22
| -92% | -$1.56K | ﹤0.01% | 3488 |
|
|
2023
Q4 | $2.25K | Sell |
24
-24
| -50% | -$2.25K | ﹤0.01% | 3180 |
|
|
2023
Q3 | $6.22K | Sell |
48
-58
| -55% | -$7.51K | ﹤0.01% | 2756 |
|
|
2023
Q2 | $28.5K | Sell |
106
-15
| -12% | -$4.04K | ﹤0.01% | 2108 |
|
|
2023
Q1 | $36.8K | Sell |
121
-24
| -17% | -$7.3K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $41.1K | Buy |
145
+48
| +49% | +$13.6K | ﹤0.01% | 1917 |
|
|
2022
Q3 | $22K | Buy |
97
+2
| +2% | +$454 | ﹤0.01% | 2195 |
|
|
2022
Q2 | $26K | Buy |
95
+42
| +79% | +$11.5K | ﹤0.01% | 2120 |
|
|
2022
Q1 | $17K | Buy |
53
+10
| +23% | +$3.21K | ﹤0.01% | 2450 |
|
|
2021
Q4 | $12K | Sell |
43
-334
| -89% | -$93.2K | ﹤0.01% | 2538 |
|
|
2021
Q3 | $100K | Sell |
377
-366
| -49% | -$97.1K | ﹤0.01% | 1551 |
|
|
2021
Q2 | $205K | Sell |
743
-58
| -7% | -$16K | ﹤0.01% | 1530 |
|
|
2021
Q1 | $230K | Buy |
801
+450
| +128% | +$129K | ﹤0.01% | 1232 |
|
|
2020
Q4 | $112K | Buy |
351
+286
| +440% | +$91.3K | ﹤0.01% | 1317 |
|
|
2020
Q3 | $15K | Buy |
65
+15
| +30% | +$3.46K | ﹤0.01% | 1986 |
|
|
2020
Q2 | $7K | Sell |
50
-50
| -50% | -$7K | ﹤0.01% | 2179 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1945 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 2065 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2096 |
|
|
2019
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 2171 |
|