Great Valley Advisor Group’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 |
-30,040
| Closed | -$1.86M | – | 907 |
|
|
2025
Q1 | $1.86M | Buy |
30,040
+13,332
| +80% | +$827K | 0.04% | 322 |
|
|
2024
Q4 | $1.15M | Sell |
16,708
-4,471
| -21% | -$307K | 0.03% | 414 |
|
|
2024
Q3 | $2.39M | Buy |
21,179
+2,897
| +16% | +$327K | 0.06% | 286 |
|
|
2024
Q2 | $1.82M | Buy |
18,282
+4,679
| +34% | +$466K | 0.05% | 294 |
|
|
2024
Q1 | $1.65M | Sell |
13,603
-2,328
| -15% | -$282K | 0.05% | 303 |
|
|
2023
Q4 | $2.1M | Sell |
15,931
-1,357
| -8% | -$179K | 0.07% | 233 |
|
|
2023
Q3 | $2.08M | Buy |
17,288
+810
| +5% | +$97.3K | 0.09% | 216 |
|
|
2023
Q2 | $2.76M | Buy |
16,478
+7,678
| +87% | +$1.29M | 0.12% | 186 |
|
|
2023
Q1 | $1.85M | Buy |
8,800
+2,207
| +33% | +$464K | 0.09% | 221 |
|
|
2022
Q4 | $1.75M | Sell |
6,593
-1,702
| -21% | -$451K | 0.09% | 234 |
|
|
2022
Q3 | $2.3M | Sell |
8,295
-289
| -3% | -$80.2K | 0.13% | 172 |
|
|
2022
Q2 | $1.68M | Sell |
8,584
-4,839
| -36% | -$945K | 0.09% | 219 |
|
|
2022
Q1 | $2.71M | Buy |
13,423
+3,730
| +38% | +$752K | 0.16% | 161 |
|
|
2021
Q4 | $1.77M | Buy |
9,693
+2,555
| +36% | +$467K | 0.11% | 197 |
|
|
2021
Q3 | $1.07M | Buy |
7,138
+3,195
| +81% | +$479K | 0.07% | 238 |
|
|
2021
Q2 | $724K | Buy |
3,943
+584
| +17% | +$107K | 0.05% | 280 |
|
|
2021
Q1 | $545K | Buy |
3,359
+614
| +22% | +$99.6K | 0.05% | 287 |
|
|
2020
Q4 | $482K | Sell |
2,745
-335
| -11% | -$58.8K | 0.05% | 291 |
|
|
2020
Q3 | $254K | Sell |
3,080
-6,320
| -67% | -$521K | 0.03% | 360 |
|
|
2020
Q2 | $447K | Buy |
+9,400
| New | +$447K | 0.07% | 248 |
|