Shelton Capital Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,145
| Closed | -$1.44M | – | 720 |
|
|
2025
Q1 | $1.44M | Sell |
23,145
-12,000
| -34% | -$745K | 0.03% | 249 |
|
|
2024
Q4 | $2.41M | Buy |
35,145
+20
| +0.1% | +$1.37K | 0.06% | 213 |
|
|
2024
Q3 | $3.97M | Buy |
35,125
+1,000
| +3% | +$113K | 0.1% | 178 |
|
|
2024
Q2 | $3.4M | Hold |
34,125
| – | – | 0.09% | 194 |
|
|
2024
Q1 | $4.13M | Hold |
34,125
| – | – | 0.12% | 183 |
|
|
2023
Q4 | $4.51M | Sell |
34,125
-14,433
| -30% | -$1.91M | 0.14% | 162 |
|
|
2023
Q3 | $5.83M | Buy |
48,558
+3,302
| +7% | +$397K | 0.21% | 121 |
|
|
2023
Q2 | $7.58M | Buy |
45,256
+510
| +1% | +$85.4K | 0.27% | 86 |
|
|
2023
Q1 | $9.41M | Buy |
44,746
+34,025
| +317% | +$7.15M | 0.39% | 64 |
|
|
2022
Q4 | $2.84M | Sell |
10,721
-16,304
| -60% | -$4.32M | 0.3% | 120 |
|
|
2022
Q3 | $7.5M | Sell |
27,025
-2,900
| -10% | -$805K | 0.36% | 76 |
|
|
2022
Q2 | $5.84M | Buy |
29,925
+100
| +0.3% | +$19.5K | 0.26% | 95 |
|
|
2022
Q1 | $6.02M | Hold |
29,825
| – | – | 0.22% | 99 |
|
|
2021
Q4 | $5.46M | Hold |
29,825
| – | – | 0.19% | 110 |
|
|
2021
Q3 | $4.47M | Buy |
29,825
+5,000
| +20% | +$750K | 0.17% | 131 |
|
|
2021
Q2 | $4.56M | Hold |
24,825
| – | – | 0.17% | 128 |
|
|
2021
Q1 | $4.03M | Sell |
24,825
-5,952
| -19% | -$965K | 0.14% | 149 |
|
|
2020
Q4 | $5.4M | Buy |
30,777
+2,142
| +7% | +$376K | 0.24% | 84 |
|
|
2020
Q3 | $2.37M | Hold |
28,635
| – | – | 0.1% | 227 |
|
|
2020
Q2 | $1.36M | Buy |
28,635
+14,535
| +103% | +$691K | 0.08% | 211 |
|
|
2020
Q1 | $455K | Buy |
+14,100
| New | +$455K | 0.03% | 302 |
|