SIM
Sentry Investment Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
375
| – | – | 0.01% | 492 |
|
|
2025
Q1 | $21K | Buy |
+375
| New | +$21K | 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% | -$12.1K | 0.03% | 393 |
|
|
2024
Q1 | $86K | Hold |
713
| – | – | 0.03% | 378 |
|
|
2023
Q4 | $94K | Sell |
713
-77
| -10% | -$10.2K | 0.04% | 350 |
|
|
2023
Q3 | $95K | Sell |
790
-101
| -11% | -$12.1K | 0.05% | 351 |
|
|
2023
Q2 | $149K | Hold |
891
| – | – | 0.06% | 311 |
|
|
2023
Q1 | $187K | Sell |
891
-11
| -1% | -$2.31K | 0.08% | 263 |
|
|
2022
Q4 | $239K | Sell |
902
-21
| -2% | -$5.56K | 0.11% | 211 |
|
|
2022
Q3 | $256K | Hold |
923
| – | – | 0.12% | 177 |
|
|
2022
Q2 | $180K | Sell |
923
-58
| -6% | -$11.3K | 0.08% | 249 |
|
|
2022
Q1 | $198K | Sell |
981
-165
| -14% | -$33.3K | 0.06% | 294 |
|
|
2021
Q4 | $210K | Hold |
1,146
| – | – | 0.06% | 318 |
|
|
2021
Q3 | $172K | Sell |
1,146
-167
| -13% | -$25.1K | 0.05% | 347 |
|
|
2021
Q2 | $241K | Hold |
1,313
| – | – | 0.06% | 295 |
|
|
2021
Q1 | $213K | Sell |
1,313
-910
| -41% | -$148K | 0.06% | 303 |
|
|
2020
Q4 | $390K | Buy |
+2,223
| New | +$390K | 0.02% | 419 |
|