Sentry Investment Management’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 Q3	–	Sell	-375	Closed	-$15K	–	531
2025 Q2	$15K	Hold	375	–	–	0.01%	492
2025 Q1	$21K	Buy	+375	New	+$23.7K	0.01%	472
2024 Q4	–	Sell	-592	Closed	-$67K	–	467
2024 Q3	$67K	Hold	592	–	–	0.03%	406
2024 Q2	$59K	Sell	592 -121	-17%	-$14.1K	0.03%	393
2024 Q1	$86K	Hold	713	–	–	0.03%	378
2023 Q4	$94K	Sell	713 -77	-10%	-$8.17K	0.04%	350
2023 Q3	$95K	Sell	790 -101	-11%	-$14.4K	0.05%	351
2023 Q2	$149K	Hold	891	–	–	0.06%	311
2023 Q1	$187K	Sell	891 -11	-1%	-$2.38K	0.08%	263
2022 Q4	$239K	Sell	902 -21	-2%	-$6.11K	0.11%	211
2022 Q3	$256K	Hold	923	–	–	0.12%	177
2022 Q2	$180K	Sell	923 -58	-6%	-$10.5K	0.08%	249
2022 Q1	$198K	Sell	981 -165	-14%	-$25.9K	0.06%	294
2021 Q4	$210K	Hold	1,146	–	–	0.06%	318
2021 Q3	$172K	Sell	1,146 -167	-13%	-$28.7K	0.05%	347
2021 Q2	$241K	Hold	1,313	–	–	0.06%	295
2021 Q1	$213K	Sell	1,313 -910	-41%	-$163K	0.06%	303
2020 Q4	$390K	Buy	+2,223	New	+$282K	0.02%	419