Financial Advocates Investment Management’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 | – | Sell |
-3,774
| Closed | -$234K | – | 648 |
|
|
2025
Q1 | $234K | Buy |
3,774
+712
| +23% | +$44.2K | 0.02% | 628 |
|
|
2024
Q4 | $210K | Sell |
3,062
-866
| -22% | -$59.5K | 0.01% | 688 |
|
|
2024
Q3 | $444K | Sell |
3,928
-719
| -15% | -$81.3K | 0.03% | 489 |
|
|
2024
Q2 | $463K | Sell |
4,647
-219
| -5% | -$21.8K | 0.03% | 451 |
|
|
2024
Q1 | $589K | Buy |
4,866
+139
| +3% | +$16.8K | 0.03% | 425 |
|
|
2023
Q4 | $625K | Buy |
4,727
+1,673
| +55% | +$221K | 0.04% | 378 |
|
|
2023
Q3 | $367K | Buy |
+3,054
| New | +$367K | 0.03% | 477 |
|
|
2023
Q1 | – | Sell |
-3,314
| Closed | -$878K | – | 755 |
|
|
2022
Q4 | $878K | Buy |
3,314
+1,913
| +137% | +$507K | 0.07% | 314 |
|
|
2022
Q3 | $211K | Buy |
+1,401
| New | +$211K | 0.02% | 660 |
|