Annex Advisory Services’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 | $595K | Hold |
15,000
| – | – | 0.01% | 204 |
|
|
2025
Q1 | $931K | Hold |
15,000
| – | – | 0.03% | 168 |
|
|
2024
Q4 | $1.03M | Hold |
15,000
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $1.7M | Sell |
15,000
-50
| -0.3% | -$5.65K | 0.05% | 119 |
|
|
2024
Q2 | $1.5M | Buy |
15,050
+50
| +0.3% | +$4.99K | 0.05% | 111 |
|
|
2024
Q1 | $1.81M | Hold |
15,000
| – | – | 0.06% | 105 |
|
|
2023
Q4 | $1.98M | Sell |
15,000
-30
| -0.2% | -$3.96K | 0.08% | 102 |
|
|
2023
Q3 | $1.81M | Sell |
15,030
-409
| -3% | -$49.1K | 0.11% | 90 |
|
|
2023
Q2 | $2.59M | Buy |
15,439
+9,000
| +140% | +$1.51M | 0.14% | 83 |
|
|
2023
Q1 | $1.35M | Buy |
6,439
+4,409
| +217% | +$927K | 0.07% | 98 |
|
|
2022
Q4 | $538K | Hold |
2,030
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $563K | Sell |
2,030
-4,970
| -71% | -$1.38M | 0.04% | 141 |
|
|
2022
Q2 | $1.37M | Buy |
7,000
+2,000
| +40% | +$391K | 0.1% | 112 |
|
|
2022
Q1 | $1.01M | Sell |
5,000
-4,600
| -48% | -$928K | 0.07% | 126 |
|
|
2021
Q4 | $1.76M | Hold |
9,600
| – | – | 0.12% | 99 |
|
|
2021
Q3 | $1.44M | Sell |
9,600
-8,250
| -46% | -$1.24M | 0.12% | 94 |
|
|
2021
Q2 | $3.28M | Buy |
17,850
+8,000
| +81% | +$1.47M | 0.27% | 66 |
|
|
2021
Q1 | $1.6M | Buy |
9,850
+3,750
| +61% | +$608K | 0.15% | 87 |
|
|
2020
Q4 | $1.07M | Buy |
6,100
+2,100
| +53% | +$368K | 0.1% | 104 |
|
|
2020
Q3 | $330K | Buy |
+4,000
| New | +$330K | 0.04% | 99 |
|