Great Valley Advisor Group’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	-30,040	Closed	-$1.86M	–	907
2025 Q1	$1.86M	Buy	30,040 +13,332	+80%	+$844K	0.04%	322
2024 Q4	$1.15M	Sell	16,708 -4,471	-21%	-$355K	0.03%	414
2024 Q3	$2.39M	Buy	21,179 +2,897	+16%	+$324K	0.06%	286
2024 Q2	$1.82M	Buy	18,282 +4,679	+34%	+$545K	0.05%	294
2024 Q1	$1.65M	Sell	13,603 -2,328	-15%	-$272K	0.05%	303
2023 Q4	$2.1M	Sell	15,931 -1,357	-8%	-$144K	0.07%	233
2023 Q3	$2.08M	Buy	17,288 +810	+5%	+$115K	0.09%	216
2023 Q2	$2.76M	Buy	16,478 +7,678	+87%	+$1.37M	0.12%	186
2023 Q1	$1.85M	Buy	8,800 +2,207	+33%	+$478K	0.09%	221
2022 Q4	$1.75M	Sell	6,593 -1,702	-21%	-$495K	0.09%	234
2022 Q3	$2.3M	Sell	8,295 -289	-3%	-$78K	0.13%	172
2022 Q2	$1.68M	Sell	8,584 -4,839	-36%	-$875K	0.09%	219
2022 Q1	$2.71M	Buy	13,423 +3,730	+38%	+$586K	0.16%	161
2021 Q4	$1.77M	Buy	9,693 +2,555	+36%	+$533K	0.11%	197
2021 Q3	$1.07M	Buy	7,138 +3,195	+81%	+$548K	0.07%	238
2021 Q2	$724K	Buy	3,943 +584	+17%	+$85.7K	0.05%	280
2021 Q1	$545K	Buy	3,359 +614	+22%	+$110K	0.05%	287
2020 Q4	$482K	Sell	2,745 -335	-11%	-$42.5K	0.05%	291
2020 Q3	$254K	Sell	3,080 -6,320	-67%	-$423K	0.03%	360
2020 Q2	$447K	Buy	+9,400	New	+$449K	0.07%	248