Annex Advisory Services’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,000	Closed	-$595K	–	322
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%	-$5.59K	0.05%	119
2024 Q2	$1.5M	Buy	15,050 +50	+0.3%	+$5.82K	0.05%	111
2024 Q1	$1.81M	Hold	15,000	–	–	0.06%	105
2023 Q4	$1.98M	Sell	15,000 -30	-0.2%	-$3.18K	0.08%	102
2023 Q3	$1.81M	Sell	15,030 -409	-3%	-$58.3K	0.11%	90
2023 Q2	$2.59M	Buy	15,439 +9,000	+140%	+$1.61M	0.14%	83
2023 Q1	$1.35M	Buy	6,439 +4,409	+217%	+$955K	0.07%	98
2022 Q4	$538K	Hold	2,030	–	–	0.03%	144
2022 Q3	$563K	Sell	2,030 -4,970	-71%	-$1.34M	0.04%	141
2022 Q2	$1.37M	Buy	7,000 +2,000	+40%	+$362K	0.1%	112
2022 Q1	$1.01M	Sell	5,000 -4,600	-48%	-$723K	0.07%	126
2021 Q4	$1.76M	Hold	9,600	–	–	0.12%	99
2021 Q3	$1.44M	Sell	9,600 -8,250	-46%	-$1.42M	0.12%	94
2021 Q2	$3.28M	Buy	17,850 +8,000	+81%	+$1.17M	0.27%	66
2021 Q1	$1.6M	Buy	9,850 +3,750	+61%	+$673K	0.15%	87
2020 Q4	$1.07M	Buy	6,100 +2,100	+53%	+$266K	0.1%	104
2020 Q3	$330K	Buy	+4,000	New	+$268K	0.04%	99