Clearstead Trust’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 | $7.85K | Buy |
198
+27
| +16% | +$1.07K | ﹤0.01% | 645 |
|
|
2025
Q1 | $10.6K | Buy |
171
+61
| +55% | +$3.79K | ﹤0.01% | 457 |
|
|
2024
Q4 | $7.56K | Hold |
110
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $12.4K | Hold |
110
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $11K | Hold |
110
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $13.3K | Hold |
110
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $14.5K | Hold |
110
| – | – | ﹤0.01% | 318 |
|
|
2023
Q3 | $13.2K | Hold |
110
| – | – | ﹤0.01% | 326 |
|
|
2023
Q2 | $18.4K | Hold |
110
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $23.1K | Hold |
110
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $29K | Hold |
110
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $31K | Buy |
+110
| New | +$31K | 0.01% | 231 |
|
|
2022
Q1 | – | Sell |
-119
| Closed | -$22K | – | 196 |
|
|
2021
Q4 | $22K | Hold |
119
| – | – | 0.01% | 146 |
|
|
2021
Q3 | $18K | Hold |
119
| – | – | 0.01% | 155 |
|
|
2021
Q2 | $22K | Buy |
+119
| New | +$22K | 0.01% | 131 |
|
|
2021
Q1 | – | Sell |
-119
| Closed | -$21K | – | 129 |
|
|
2020
Q4 | $21K | Buy |
+119
| New | +$21K | 0.01% | 138 |
|