Fermata Advisors’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 | $291K | Buy |
7,330
+400
| +6% | +$15.9K | 0.08% | 179 |
|
|
2025
Q1 | $430K | Hold |
6,930
| – | – | 0.08% | 173 |
|
|
2024
Q4 | $476K | Sell |
6,930
-140
| -2% | -$9.62K | 0.09% | 144 |
|
|
2024
Q3 | $799K | Hold |
7,070
| – | – | 0.16% | 93 |
|
|
2024
Q2 | $705K | Hold |
7,070
| – | – | 0.16% | 96 |
|
|
2024
Q1 | $855K | Buy |
7,070
+100
| +1% | +$12.1K | 0.19% | 88 |
|
|
2023
Q4 | $921K | Sell |
6,970
-77
| -1% | -$10.2K | 0.22% | 80 |
|
|
2023
Q3 | $847K | Sell |
7,047
-4,393
| -38% | -$528K | 0.24% | 79 |
|
|
2023
Q2 | $1.92M | Buy |
11,440
+100
| +0.9% | +$16.7K | 1.73% | 23 |
|
|
2023
Q1 | $2.38M | Buy |
11,340
+657
| +6% | +$138K | 1.44% | 19 |
|
|
2022
Q4 | $2.83M | Buy |
10,683
+403
| +4% | +$107K | 0.84% | 40 |
|
|
2022
Q3 | $2.85M | Sell |
10,280
-40
| -0.4% | -$11.1K | 0.93% | 34 |
|
|
2022
Q2 | $2.02M | Hold |
10,320
| – | – | 0.7% | 42 |
|
|
2022
Q1 | $2.08M | Hold |
10,320
| – | – | 0.78% | 38 |
|
|
2021
Q4 | $1.89M | Sell |
10,320
-80
| -0.8% | -$14.6K | 0.69% | 41 |
|
|
2021
Q3 | $1.56M | Hold |
10,400
| – | – | 0.69% | 37 |
|
|
2021
Q2 | $1.91M | Hold |
10,400
| – | – | 1.11% | 22 |
|
|
2021
Q1 | $1.69M | Buy |
+10,400
| New | +$1.69M | 1.42% | 18 |
|