Kestra Advisory Services’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,989
| Closed | -$205K | – | 2786 |
|
|
2024
Q4 | $205K | Sell |
2,989
-1,822
| -38% | -$125K | ﹤0.01% | 2458 |
|
|
2024
Q3 | $544K | Buy |
4,811
+402
| +9% | +$45.4K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $440K | Sell |
4,409
-3,008
| -41% | -$300K | ﹤0.01% | 1858 |
|
|
2024
Q1 | $897K | Sell |
7,417
-3,034
| -29% | -$367K | 0.01% | 1306 |
|
|
2023
Q4 | $1.38M | Buy |
10,451
+5,738
| +122% | +$758K | 0.01% | 968 |
|
|
2023
Q3 | $566K | Buy |
4,713
+486
| +11% | +$58.4K | 0.01% | 1296 |
|
|
2023
Q2 | $708K | Buy |
4,227
+153
| +4% | +$25.6K | 0.01% | 1142 |
|
|
2023
Q1 | $857K | Sell |
4,074
-2,561
| -39% | -$539K | 0.01% | 1017 |
|
|
2022
Q4 | $1.76M | Buy |
6,635
+1,249
| +23% | +$331K | 0.02% | 805 |
|
|
2022
Q3 | $1.49M | Buy |
5,386
+1,082
| +25% | +$300K | 0.02% | 790 |
|
|
2022
Q2 | $840K | Sell |
4,304
-8,559
| -67% | -$1.67M | 0.01% | 1060 |
|
|
2022
Q1 | $2.6M | Buy |
12,863
+631
| +5% | +$127K | 0.03% | 585 |
|
|
2021
Q4 | $2.24M | Sell |
12,232
-632
| -5% | -$116K | 0.02% | 644 |
|
|
2021
Q3 | $1.93M | Buy |
12,864
+4,262
| +50% | +$639K | 0.02% | 731 |
|
|
2021
Q2 | $1.58M | Sell |
8,602
-1,169
| -12% | -$215K | 0.02% | 741 |
|
|
2021
Q1 | $1.58M | Buy |
9,771
+4,190
| +75% | +$679K | 0.02% | 672 |
|
|
2020
Q4 | $965K | Buy |
5,581
+5,512
| +7,988% | +$953K | 0.01% | 883 |
|
|
2020
Q3 | $378K | Buy |
+69
| New | +$378K | 0.01% | 1000 |
|