Allworth Financial’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.56K | Sell |
140
-325
| -70% | -$12.9K | ﹤0.01% | 3197 |
|
2025
Q1 | $21.3K | Sell |
465
-45
| -9% | -$2.06K | ﹤0.01% | 2035 |
|
2024
Q4 | $31.1K | Sell |
510
-1,240
| -71% | -$75.7K | ﹤0.01% | 1824 |
|
2024
Q3 | $198K | Buy |
1,750
+39
| +2% | +$4.41K | ﹤0.01% | 822 |
|
2024
Q2 | $180K | Sell |
1,711
-222
| -11% | -$23.4K | ﹤0.01% | 850 |
|
2024
Q1 | $234K | Buy |
1,933
+195
| +11% | +$23.6K | ﹤0.01% | 730 |
|
2023
Q4 | $230K | Sell |
1,738
-250
| -13% | -$33K | ﹤0.01% | 697 |
|
2023
Q3 | $239K | Buy |
1,988
+1,261
| +173% | +$151K | ﹤0.01% | 649 |
|
2023
Q2 | $122K | Sell |
727
-7
| -1% | -$1.17K | ﹤0.01% | 828 |
|
2023
Q1 | $154K | Sell |
734
-71
| -9% | -$14.9K | ﹤0.01% | 717 |
|
2022
Q4 | $213K | Buy |
805
+28
| +4% | +$7.42K | ﹤0.01% | 615 |
|
2022
Q3 | $216K | Buy |
777
+193
| +33% | +$53.7K | ﹤0.01% | 576 |
|
2022
Q2 | $114K | Sell |
584
-14
| -2% | -$2.73K | ﹤0.01% | 685 |
|
2022
Q1 | $121K | Buy |
598
+154
| +35% | +$31.2K | ﹤0.01% | 682 |
|
2021
Q4 | $81K | Hold |
444
| – | – | ﹤0.01% | 721 |
|
2021
Q3 | $67K | Buy |
444
+69
| +18% | +$10.4K | ﹤0.01% | 712 |
|
2021
Q2 | $69K | Sell |
375
-12
| -3% | -$2.21K | ﹤0.01% | 547 |
|
2021
Q1 | $63K | Buy |
387
+87
| +29% | +$14.2K | ﹤0.01% | 527 |
|
2020
Q4 | $53K | Buy |
+300
| New | +$53K | ﹤0.01% | 468 |
|