Avantax 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 | – | Sell |
-4,624
| Closed | -$287K | – | 2383 |
|
|
2025
Q1 | $287K | Sell |
4,624
-6,603
| -59% | -$410K | ﹤0.01% | 1862 |
|
|
2024
Q4 | $771K | Buy |
11,227
+3,753
| +50% | +$258K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $845K | Sell |
7,474
-741
| -9% | -$83.7K | 0.01% | 1115 |
|
|
2024
Q2 | $819K | Sell |
8,215
-91
| -1% | -$9.07K | 0.01% | 1087 |
|
|
2024
Q1 | $1M | Buy |
8,306
+1,599
| +24% | +$193K | 0.01% | 746 |
|
|
2023
Q4 | $886K | Buy |
6,707
+476
| +8% | +$62.9K | 0.01% | 752 |
|
|
2023
Q3 | $749K | Buy |
6,231
+1,014
| +19% | +$122K | 0.01% | 789 |
|
|
2023
Q2 | $874K | Buy |
5,217
+337
| +7% | +$56.4K | 0.01% | 729 |
|
|
2023
Q1 | $1.03M | Buy |
4,880
+80
| +2% | +$16.8K | 0.01% | 659 |
|
|
2022
Q4 | $1.27M | Buy |
4,800
+55
| +1% | +$14.6K | 0.02% | 548 |
|
|
2022
Q3 | $1.32M | Buy |
4,745
+1,317
| +38% | +$366K | 0.02% | 483 |
|
|
2022
Q2 | $669K | Sell |
3,428
-1,264
| -27% | -$247K | 0.01% | 666 |
|
|
2022
Q1 | $947K | Buy |
4,692
+885
| +23% | +$179K | 0.01% | 552 |
|
|
2021
Q4 | $696K | Buy |
3,807
+199
| +6% | +$36.4K | 0.01% | 639 |
|
|
2021
Q3 | $542K | Buy |
3,608
+698
| +24% | +$105K | 0.01% | 695 |
|
|
2021
Q2 | $532K | Buy |
2,910
+467
| +19% | +$85.4K | 0.01% | 690 |
|
|
2021
Q1 | $397K | Buy |
+2,443
| New | +$397K | 0.01% | 691 |
|