Cerity Partners’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 |
-7,640
| Closed | -$474K | – | 2669 |
|
|
2025
Q1 | $474K | Sell |
7,640
-1,819
| -19% | -$113K | ﹤0.01% | 1775 |
|
|
2024
Q4 | $817K | Sell |
9,459
-1,529
| -14% | -$132K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $1.24M | Buy |
10,988
+5,565
| +103% | +$629K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $541K | Sell |
5,423
-274
| -5% | -$27.3K | ﹤0.01% | 1511 |
|
|
2024
Q1 | $689K | Buy |
5,697
+3,432
| +152% | +$415K | ﹤0.01% | 1450 |
|
|
2023
Q4 | $299K | Buy |
2,265
+455
| +25% | +$60.1K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $217K | Sell |
1,810
-870
| -32% | -$105K | ﹤0.01% | 1261 |
|
|
2023
Q2 | $449K | Sell |
2,680
-164
| -6% | -$27.5K | ﹤0.01% | 1226 |
|
|
2023
Q1 | $598K | Sell |
2,844
-2,380
| -46% | -$500K | ﹤0.01% | 1208 |
|
|
2022
Q4 | $1.38M | Buy |
5,224
+1,709
| +49% | +$453K | 0.01% | 605 |
|
|
2022
Q3 | $975K | Buy |
3,515
+898
| +34% | +$249K | 0.01% | 526 |
|
|
2022
Q2 | $511K | Buy |
+2,617
| New | +$511K | 0.01% | 735 |
|
|
2022
Q1 | – | Sell |
-2,036
| Closed | -$374K | – | 989 |
|
|
2021
Q4 | $374K | Buy |
+2,036
| New | +$374K | 0.01% | 700 |
|