American Trust Investment Advisors’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 | $245K | Hold |
6,185
| – | – | 0.12% | 75 |
|
|
2025
Q1 | $384K | Buy |
6,185
+1,875
| +44% | +$116K | 0.16% | 84 |
|
|
2024
Q4 | $296K | Hold |
4,310
| – | – | 0.12% | 99 |
|
|
2024
Q3 | $487K | Sell |
4,310
-310
| -7% | -$35K | 0.2% | 78 |
|
|
2024
Q2 | $461K | Hold |
4,620
| – | – | 0.22% | 55 |
|
|
2024
Q1 | $559K | Hold |
4,620
| – | – | 0.27% | 51 |
|
|
2023
Q4 | $610K | Hold |
4,620
| – | – | 0.32% | 46 |
|
|
2023
Q3 | $555K | Hold |
4,620
| – | – | 0.31% | 51 |
|
|
2023
Q2 | $774K | Hold |
4,620
| – | – | 0.43% | 43 |
|
|
2023
Q1 | $971K | Hold |
4,620
| – | – | 0.58% | 39 |
|
|
2022
Q4 | $1.22M | Hold |
4,620
| – | – | 0.78% | 38 |
|
|
2022
Q3 | $1.28M | Hold |
4,620
| – | – | 0.82% | 39 |
|
|
2022
Q2 | $902K | Hold |
4,620
| – | – | 0.57% | 43 |
|
|
2022
Q1 | $932K | Hold |
4,620
| – | – | 0.48% | 48 |
|
|
2021
Q4 | $845K | Hold |
4,620
| – | – | 0.42% | 48 |
|
|
2021
Q3 | $693K | Hold |
4,620
| – | – | 0.39% | 49 |
|
|
2021
Q2 | $848K | Hold |
4,620
| – | – | 0.46% | 44 |
|
|
2021
Q1 | $749K | Hold |
4,620
| – | – | 0.44% | 44 |
|
|
2020
Q4 | $811K | Sell |
4,620
-1,060
| -19% | -$186K | 0.5% | 40 |
|
|
2020
Q3 | $469K | Hold |
5,680
| – | – | 0.34% | 45 |
|
|
2020
Q2 | $270K | Buy |
+5,680
| New | +$270K | 0.22% | 49 |
|