Corient Private Wealth’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
$326K Buy
8,212
+2,086
+34% +$82.7K ﹤0.01% 2030
2025
Q1
$380K Sell
6,126
-3,149
-34% -$195K ﹤0.01% 1728
2024
Q4
$637K Sell
9,275
-1,709
-16% -$117K ﹤0.01% 1503
2024
Q3
$1.24M Sell
10,984
-2,510
-19% -$284K ﹤0.01% 1279
2024
Q2
$1.35M Buy
13,494
+365
+3% +$36.4K ﹤0.01% 1202
2024
Q1
$1.59M Buy
13,129
+2,235
+21% +$271K ﹤0.01% 1131
2023
Q4
$1.44M Sell
10,894
-66,640
-86% -$8.81M ﹤0.01% 1142
2023
Q3
$9.32M Sell
77,534
-14,719
-16% -$1.77M 0.02% 497
2023
Q2
$15.5M Sell
92,253
-603
-0.6% -$101K 0.04% 397
2023
Q1
$19.5M Buy
92,856
+1,879
+2% +$395K 0.05% 315
2022
Q4
$24.1M Buy
+90,977
New +$24.1M 0.09% 244