Creative Planning’s EnerSys ENS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Sell |
6,554
-3,561
| -35% | -$305K | ﹤0.01% | 2356 |
|
|
2025
Q1 | $926K | Buy |
10,115
+3,601
| +55% | +$330K | ﹤0.01% | 1773 |
|
|
2024
Q4 | $602K | Buy |
6,514
+1,136
| +21% | +$105K | ﹤0.01% | 2050 |
|
|
2024
Q3 | $549K | Sell |
5,378
-454
| -8% | -$46.3K | ﹤0.01% | 2015 |
|
|
2024
Q2 | $604K | Buy |
5,832
+2,196
| +60% | +$227K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $343K | Buy |
3,636
+176
| +5% | +$16.6K | ﹤0.01% | 2128 |
|
|
2023
Q4 | $349K | Buy |
3,460
+3,356
| +3,227% | +$339K | ﹤0.01% | 1980 |
|
|
2023
Q3 | $9.85K | Sell |
104
-1,882
| -95% | -$178K | ﹤0.01% | 2619 |
|
|
2023
Q2 | $216K | Buy |
+1,986
| New | +$216K | ﹤0.01% | 2149 |
|
|
2022
Q2 | – | Sell |
-490
| Closed | -$37K | – | 2264 |
|
|
2022
Q1 | $37K | Buy |
+490
| New | +$37K | ﹤0.01% | 2074 |
|
|
2017
Q3 | – | Sell |
-1,160
| Closed | -$84K | – | 2353 |
|
|
2017
Q2 | $84K | Buy |
1,160
+1,000
| +625% | +$72.4K | ﹤0.01% | 2099 |
|
|
2017
Q1 | $13K | Sell |
160
-339
| -68% | -$27.5K | ﹤0.01% | 3383 |
|
|
2016
Q4 | $39K | Buy |
499
+140
| +39% | +$10.9K | ﹤0.01% | 2564 |
|
|
2016
Q3 | $25K | Buy |
+359
| New | +$25K | ﹤0.01% | 2867 |
|
|
2015
Q2 | – | Sell |
-74
| Closed | -$5K | – | 1579 |
|
|
2015
Q1 | $5K | Sell |
74
-27
| -27% | -$1.82K | ﹤0.01% | 3459 |
|
|
2014
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 3328 |
|
|
2014
Q3 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 3134 |
|