LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
2,970
-530
| -15% | -$21K | ﹤0.01% | 330 |
|
|
2025
Q1 | $158K | Sell |
3,500
-3,600
| -51% | -$162K | ﹤0.01% | 290 |
|
|
2024
Q4 | $454K | Sell |
7,100
-7,471
| -51% | -$478K | ﹤0.01% | 220 |
|
|
2024
Q3 | $1.18M | Hold |
14,571
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $1.69M | Buy |
14,571
+5,300
| +57% | +$616K | 0.02% | 123 |
|
|
2024
Q1 | $1.02M | Buy |
9,271
+26
| +0.3% | +$2.87K | 0.01% | 146 |
|
|
2023
Q4 | $963K | Buy |
9,245
+3,223
| +54% | +$336K | 0.01% | 154 |
|
|
2023
Q3 | $475K | Buy |
6,022
+4,516
| +300% | +$356K | 0.01% | 197 |
|
|
2023
Q2 | $252K | Buy |
1,506
+405
| +37% | +$67.8K | ﹤0.01% | 268 |
|
|
2023
Q1 | $232K | Buy |
1,101
+46
| +4% | +$9.67K | ﹤0.01% | 265 |
|
|
2022
Q4 | $280K | Buy |
1,055
+35
| +3% | +$9.27K | ﹤0.01% | 248 |
|
|
2022
Q3 | $283K | Buy |
1,020
+170
| +20% | +$47.2K | ﹤0.01% | 253 |
|
|
2022
Q2 | $166K | Buy |
850
+347
| +69% | +$67.8K | ﹤0.01% | 309 |
|
|
2022
Q1 | $101K | Buy |
503
+150
| +42% | +$30.1K | ﹤0.01% | 372 |
|
|
2021
Q4 | $65K | Buy |
353
+115
| +48% | +$21.2K | ﹤0.01% | 434 |
|
|
2021
Q3 | $36K | Hold |
238
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $44K | Buy |
+238
| New | +$44K | ﹤0.01% | 480 |
|