Capstone 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 | $785K | Buy |
19,804
+11,228
| +131% | +$445K | ﹤0.01% | 443 |
|
|
2025
Q1 | $532K | Sell |
8,576
-12,028
| -58% | -$746K | ﹤0.01% | 403 |
|
|
2024
Q4 | $1.42M | Buy |
20,604
+11,755
| +133% | +$807K | ﹤0.01% | 320 |
|
|
2024
Q3 | $1M | Sell |
8,849
-8,464
| -49% | -$957K | ﹤0.01% | 283 |
|
|
2024
Q2 | $1.73M | Buy |
17,313
+11,894
| +219% | +$1.19M | 0.01% | 238 |
|
|
2024
Q1 | $656K | Buy |
+5,419
| New | +$656K | ﹤0.01% | 723 |
|
|
2023
Q4 | – | Sell |
-9,952
| Closed | -$1.2M | – | 1167 |
|
|
2023
Q3 | $1.2M | Sell |
9,952
-2,882
| -22% | -$346K | 0.01% | 362 |
|
|
2023
Q2 | $2.15M | Buy |
12,834
+9,877
| +334% | +$1.65M | 0.01% | 217 |
|
|
2023
Q1 | $622K | Buy |
+2,957
| New | +$622K | ﹤0.01% | 317 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 710 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 770 |
|
|
2022
Q2 | – | Sell |
-1,064
| Closed | -$215K | – | 974 |
|
|
2022
Q1 | $215K | Sell |
1,064
-1,897
| -64% | -$383K | ﹤0.01% | 609 |
|
|
2021
Q4 | $542K | Sell |
2,961
-16,325
| -85% | -$2.99M | ﹤0.01% | 458 |
|
|
2021
Q3 | $2.89M | Buy |
+19,286
| New | +$2.89M | 0.01% | 274 |
|
|
2021
Q2 | – | Sell |
-8,499
| Closed | -$1.38M | – | 777 |
|
|
2021
Q1 | $1.38M | Buy |
+8,499
| New | +$1.38M | ﹤0.01% | 218 |
|