Charles Schwab’s Enfusion, Inc. ENFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-372,252
| Closed | -$4.15M | – | 3612 |
|
|
2025
Q1 | $4.15M | Buy |
372,252
+1,101
| +0.3% | +$12.3K | ﹤0.01% | 2343 |
|
|
2024
Q4 | $3.82M | Buy |
371,151
+5,639
| +2% | +$58.1K | ﹤0.01% | 2464 |
|
|
2024
Q3 | $3.47M | Buy |
365,512
+31,743
| +10% | +$301K | ﹤0.01% | 2535 |
|
|
2024
Q2 | $2.84M | Buy |
333,769
+32,209
| +11% | +$274K | ﹤0.01% | 2582 |
|
|
2024
Q1 | $2.79M | Buy |
301,560
+8,957
| +3% | +$82.9K | ﹤0.01% | 2501 |
|
|
2023
Q4 | $2.84M | Buy |
292,603
+11,795
| +4% | +$114K | ﹤0.01% | 2512 |
|
|
2023
Q3 | $2.52M | Buy |
280,808
+127,070
| +83% | +$1.14M | ﹤0.01% | 2531 |
|
|
2023
Q2 | $1.72M | Buy |
153,738
+21,326
| +16% | +$239K | ﹤0.01% | 2595 |
|
|
2023
Q1 | $1.39M | Sell |
132,412
-1,995
| -1% | -$20.9K | ﹤0.01% | 2623 |
|
|
2022
Q4 | $1.3M | Buy |
134,407
+8,226
| +7% | +$79.5K | ﹤0.01% | 2695 |
|
|
2022
Q3 | $1.56M | Sell |
126,181
-23,207
| -16% | -$287K | ﹤0.01% | 2652 |
|
|
2022
Q2 | $1.53M | Buy |
149,388
+7,726
| +5% | +$78.9K | ﹤0.01% | 2643 |
|
|
2022
Q1 | $1.8M | Buy |
141,662
+4,165
| +3% | +$53K | ﹤0.01% | 2681 |
|
|
2021
Q4 | $2.88M | Buy |
+137,497
| New | +$2.88M | ﹤0.01% | 2577 |
|