CoreFirst Bank & Trust’s Enphase Energy ENPH Stock Holding History

CoreFirst Bank & Trust’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-30	Closed	-$2.06K	–	180
2024 Q4	$2.06K	Hold	30	–	–	﹤0.01%	348
2024 Q3	$3.39K	Buy	+30	New	+$3.35K	﹤0.01%	330
2024 Q2	–	Sell	-30	Closed	-$3.63K	–	189
2024 Q1	$3.63K	Hold	30	–	–	﹤0.01%	337
2023 Q4	$3.96K	Hold	30	–	–	﹤0.01%	344
2023 Q3	$3.6K	Hold	30	–	–	﹤0.01%	365
2023 Q2	$5.02K	Hold	30	–	–	﹤0.01%	337
2023 Q1	$6.31K	Hold	30	–	–	﹤0.01%	332
2022 Q4	$7.95K	Hold	30	–	–	0.01%	342
2022 Q3	$8K	Sell	30 -150	-83%	-$40.5K	0.01%	338
2022 Q2	$35K	Sell	180 -200	-53%	-$36.2K	0.03%	240
2022 Q1	$77K	Hold	380	–	–	0.05%	197
2021 Q4	$70K	Hold	380	–	–	0.05%	221
2021 Q3	$57K	Hold	380	–	–	0.04%	236
2021 Q2	$70K	Buy	380 +50	+15%	+$7.33K	0.05%	216
2021 Q1	$54K	Buy	+330	New	+$59.2K	0.04%	233

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CoreFirst Bank & Trust's ENPH Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 30 shares — an estimated $2.06K sold.

CoreFirst Bank & Trust first reported a position in ENPH in Q1 2021 and held it in 15 quarters. The position peaked at $77K in Q1 2022. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

CoreFirst Bank & Trust reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
CoreFirst Bank & Trust sold 30 Enphase Energy shares in Q1 2025, an estimated $2.06K.
CoreFirst Bank & Trust first reported a position in Enphase Energy in Q1 2021 and held it in 15 quarters.
CoreFirst Bank & Trust's Enphase Energy position peaked at $77K in Q1 2022.
590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.