Clearstead 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
$4.56K Sell
115
-113
-50% -$4.48K ﹤0.01% 2126
2025
Q1
$14.1K Buy
228
+192
+533% +$11.9K ﹤0.01% 1510
2024
Q4
$2.47K Sell
36
-107,496
-100% -$7.38M ﹤0.01% 1816
2024
Q3
$12.2M Buy
107,532
+60,677
+129% +$6.86M 0.19% 111
2024
Q2
$4.67M Buy
+46,855
New +$4.67M 0.08% 182
2024
Q1
Sell
-22
Closed -$2.91K 1562
2023
Q4
$2.91K Sell
22
-88
-80% -$11.6K ﹤0.01% 1240
2023
Q3
$13.2K Sell
110
-1,085
-91% -$130K ﹤0.01% 1079
2023
Q2
$200K Sell
1,195
-7
-0.6% -$1.17K 0.01% 432
2023
Q1
$253K Sell
1,202
-503
-30% -$106K 0.02% 360
2022
Q4
$452K Buy
1,705
+294
+21% +$77.9K 0.04% 267
2022
Q3
$392K Buy
1,411
+565
+67% +$157K 0.04% 266
2022
Q2
$165K Buy
846
+731
+636% +$143K 0.01% 402
2022
Q1
$23K Hold
115
﹤0.01% 830
2021
Q4
$21K Hold
115
﹤0.01% 811
2021
Q3
$17K Hold
115
﹤0.01% 856
2021
Q2
$21K Hold
115
﹤0.01% 697
2021
Q1
$19K Hold
115
﹤0.01% 688
2020
Q4
$20K Buy
+115
New +$20K ﹤0.01% 632