Jones Financial Companies
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Jones Financial Companies’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
5,258
-3,630
-41% -$148K ﹤0.01% 1635
2025
Q1
$548K Sell
8,888
-5,959
-40% -$367K ﹤0.01% 1097
2024
Q4
$1.02M Sell
14,847
-3,610
-20% -$248K ﹤0.01% 738
2024
Q3
$2.12M Buy
18,457
+2,720
+17% +$313K ﹤0.01% 445
2024
Q2
$1.57M Buy
15,737
+15,729
+196,613% +$1.57M ﹤0.01% 357
2024
Q1
$968 Buy
+8
New +$968 ﹤0.01% 1308
2023
Q1
Sell
-4
Closed -$1K 635
2022
Q4
$1K Buy
+4
New +$1K ﹤0.01% 663