Columbia Asset Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,005
| Closed | -$206K | – | 187 |
|
|
2024
Q4 | $206K | Sell |
3,005
-1,410
| -32% | -$96.8K | 0.04% | 169 |
|
|
2024
Q3 | $499K | Sell |
4,415
-955
| -18% | -$108K | 0.09% | 124 |
|
|
2024
Q2 | $535K | Sell |
5,370
-1,415
| -21% | -$141K | 0.1% | 114 |
|
|
2024
Q1 | $897K | Hold |
6,785
| – | – | 0.18% | 88 |
|
|
2023
Q4 | $897K | Buy |
+6,785
| New | +$897K | 0.18% | 88 |
|
|
2023
Q2 | – | Sell |
-1,355
| Closed | -$285K | – | 168 |
|
|
2023
Q1 | $285K | Hold |
1,355
| – | – | 0.06% | 143 |
|
|
2022
Q4 | $359K | Sell |
1,355
-35
| -3% | -$9.27K | 0.09% | 124 |
|
|
2022
Q3 | $386K | Sell |
1,390
-980
| -41% | -$272K | 0.1% | 123 |
|
|
2022
Q2 | $463K | Buy |
+2,370
| New | +$463K | 0.12% | 110 |
|
|
2021
Q4 | $480K | Sell |
2,625
-1,125
| -30% | -$206K | 0.1% | 124 |
|
|
2021
Q3 | $562K | Sell |
3,750
-435
| -10% | -$65.2K | 0.12% | 117 |
|
|
2021
Q2 | $768K | Buy |
4,185
+1,520
| +57% | +$279K | 0.17% | 93 |
|
|
2021
Q1 | $432K | Sell |
2,665
-525
| -16% | -$85.1K | 0.08% | 133 |
|
|
2020
Q4 | $560K | Buy |
+3,190
| New | +$560K | 0.11% | 119 |
|