Phoenix Financial’s Sunnova Energy NOVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60,296	Closed	-$631K	–	370
2023 Q3	$631K	Hold	60,296	–	–	0.01%	250
2023 Q2	$1.1M	Hold	60,296	–	–	0.02%	209
2023 Q1	$942K	Hold	60,296	–	–	0.02%	191
2022 Q4	$1.09M	Buy	60,296 +28,888	+92%	+$582K	0.02%	175
2022 Q3	$692K	Sell	31,408 -148,792	-83%	-$3.61M	0.02%	230
2022 Q2	$3.29M	Sell	180,200 -919,414	-84%	-$17.6M	0.07%	127
2022 Q1	$25.4M	Buy	+1,099,614	New	+$23.5M	0.44%	66
2021 Q3	–	Sell	-423,420	Closed	-$15.9M	–	433
2021 Q2	$15.9M	Hold	423,420	–	–	0.31%	95
2021 Q1	$17.3M	Buy	423,420 +87,325	+26%	+$3.88M	0.39%	78
2020 Q4	$15.1M	Sell	336,095 -632,496	-65%	-$21.9M	0.4%	85
2020 Q3	$27.2M	Sell	968,591 -582,448	-38%	-$13.8M	1.14%	25
2020 Q2	$25.2M	Sell	1,551,039 -794,067	-34%	-$11.2M	1.07%	28
2020 Q1	$23M	Buy	2,345,106 +2,040,177	+669%	+$28M	1.17%	23
2019 Q4	$3.38M	Sell	304,929 -95,200	-24%	-$992K	0.14%	117
2019 Q3	$4.1M	Buy	+400,129	New	+$4.32M	0.2%	104