Cresset Asset Management’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,662	Closed	-$227K	–	1539
2025 Q1	$227K	Sell	3,662 -918	-20%	-$58.1K	﹤0.01%	1462
2024 Q4	$315K	Sell	4,580 -7,420	-62%	-$589K	﹤0.01%	1326
2024 Q3	$1.36M	Buy	12,000 +61	+0.5%	+$6.82K	0.01%	1007
2024 Q2	$1.19M	Sell	11,939 -2,793	-19%	-$325K	0.01%	978
2024 Q1	$1.78M	Buy	14,732 +1,586	+12%	+$185K	0.01%	699
2023 Q4	$1.74M	Buy	13,146 +6,616	+101%	+$702K	0.01%	651
2023 Q3	$785K	Buy	6,530 +28	+0.4%	+$3.99K	﹤0.01%	965
2023 Q2	$1.09M	Buy	+6,502	New	+$1.16M	﹤0.01%	902
2022 Q4	–	Sell	-755	Closed	-$210K	–	788
2022 Q3	$210K	Buy	+755	New	+$204K	﹤0.01%	779
2022 Q2	–	Sell	-1,219	Closed	-$246K	–	984
2022 Q1	$246K	Sell	1,219 -4,789	-80%	-$752K	﹤0.01%	849
2021 Q4	$1.1M	Buy	6,008 +600	+11%	+$125K	0.01%	427
2021 Q3	$811K	Buy	5,408 +2,108	+64%	+$362K	0.01%	461
2021 Q2	$606K	Buy	3,300 +1,221	+59%	+$179K	0.01%	498
2021 Q1	$337K	Buy	+2,079	New	+$373K	0.01%	623