Creative Planning’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 | $506K | Sell |
12,759
-4,031
| -24% | -$160K | ﹤0.01% | 2456 |
|
|
2025
Q1 | $1.04M | Sell |
16,790
-463
| -3% | -$28.7K | ﹤0.01% | 1680 |
|
|
2024
Q4 | $1.18M | Buy |
17,253
+1,049
| +6% | +$72K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $1.83M | Buy |
16,204
+5,379
| +50% | +$608K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $1.08M | Sell |
10,825
-13
| -0.1% | -$1.3K | ﹤0.01% | 1349 |
|
|
2024
Q1 | $1.31M | Sell |
10,838
-861
| -7% | -$104K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $1.55M | Sell |
11,699
-4,960
| -30% | -$655K | ﹤0.01% | 1021 |
|
|
2023
Q3 | $2M | Buy |
16,659
+3,715
| +29% | +$446K | ﹤0.01% | 847 |
|
|
2023
Q2 | $2.17M | Buy |
12,944
+1,520
| +13% | +$255K | ﹤0.01% | 780 |
|
|
2023
Q1 | $2.4M | Sell |
11,424
-46
| -0.4% | -$9.67K | ﹤0.01% | 713 |
|
|
2022
Q4 | $3.04M | Buy |
11,470
+2,643
| +30% | +$700K | ﹤0.01% | 613 |
|
|
2022
Q3 | $2.45M | Buy |
8,827
+669
| +8% | +$186K | ﹤0.01% | 627 |
|
|
2022
Q2 | $1.59M | Buy |
8,158
+5,126
| +169% | +$1M | ﹤0.01% | 791 |
|
|
2022
Q1 | $612K | Sell |
3,032
-1,350
| -31% | -$272K | ﹤0.01% | 1223 |
|
|
2021
Q4 | $802K | Buy |
4,382
+161
| +4% | +$29.5K | ﹤0.01% | 1056 |
|
|
2021
Q3 | $633K | Buy |
4,221
+608
| +17% | +$91.2K | ﹤0.01% | 1170 |
|
|
2021
Q2 | $663K | Sell |
3,613
-19,230
| -84% | -$3.53M | ﹤0.01% | 1119 |
|
|
2021
Q1 | $3.7M | Buy |
22,843
+10,348
| +83% | +$1.68M | 0.01% | 480 |
|
|
2020
Q4 | $2.19M | Sell |
12,495
-10,841
| -46% | -$1.9M | ﹤0.01% | 630 |
|
|
2020
Q3 | $1.93M | Sell |
23,336
-18,628
| -44% | -$1.54M | 0.01% | 571 |
|
|
2020
Q2 | $2M | Sell |
41,964
-24,032
| -36% | -$1.14M | 0.01% | 490 |
|
|
2020
Q1 | $2.13M | Sell |
65,996
-2,621
| -4% | -$84.6K | 0.01% | 412 |
|
|
2019
Q4 | $1.79M | Buy |
68,617
+58,442
| +574% | +$1.53M | 0.01% | 548 |
|
|
2019
Q3 | $226K | Sell |
10,175
-34,418
| -77% | -$764K | ﹤0.01% | 1516 |
|
|
2019
Q2 | $813K | Buy |
44,593
+100
| +0.2% | +$1.82K | ﹤0.01% | 845 |
|
|
2019
Q1 | $411K | Sell |
44,493
-2,637
| -6% | -$24.4K | ﹤0.01% | 1142 |
|
|
2018
Q4 | $223K | Buy |
47,130
+5,200
| +12% | +$24.6K | ﹤0.01% | 1411 |
|
|
2018
Q3 | $203K | Buy |
41,930
+29,250
| +231% | +$142K | ﹤0.01% | 1659 |
|
|
2018
Q2 | $85K | Buy |
12,680
+2,680
| +27% | +$18K | ﹤0.01% | 1772 |
|
|
2018
Q1 | $46K | Buy |
+10,000
| New | +$46K | ﹤0.01% | 1800 |
|
|
2017
Q3 | – | Sell |
-12,000
| Closed | -$10K | – | 2351 |
|
|
2017
Q2 | $10K | Hold |
12,000
| – | – | ﹤0.01% | 3571 |
|
|
2017
Q1 | $16K | Hold |
12,000
| – | – | ﹤0.01% | 3235 |
|
|
2016
Q4 | $12K | Buy |
12,000
+5,000
| +71% | +$5K | ﹤0.01% | 3360 |
|
|
2016
Q3 | $8K | Hold |
7,000
| – | – | ﹤0.01% | 3569 |
|
|
2016
Q2 | $14K | Hold |
7,000
| – | – | ﹤0.01% | 2980 |
|
|
2016
Q1 | $16K | Hold |
7,000
| – | – | ﹤0.01% | 2889 |
|
|
2015
Q4 | $25K | Buy |
7,000
+500
| +8% | +$1.79K | ﹤0.01% | 2640 |
|
|
2015
Q3 | $24K | Buy |
+6,500
| New | +$24K | ﹤0.01% | 2566 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$13K | – | 1578 |
|
|
2015
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2979 |
|
|
2014
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2868 |
|
|
2014
Q3 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 2666 |
|