Stamos Capital Partners’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 |
-6,531
| Closed | -$405K | – | 141 |
|
|
2025
Q1 | $405K | Sell |
6,531
-14,949
| -70% | -$928K | 0.11% | 130 |
|
|
2024
Q4 | $1.48M | Buy |
21,480
+8,830
| +70% | +$606K | 0.35% | 91 |
|
|
2024
Q3 | $1.43M | Sell |
12,650
-5,080
| -29% | -$574K | 0.34% | 76 |
|
|
2024
Q2 | $1.77M | Buy |
17,730
+7,280
| +70% | +$726K | 0.38% | 69 |
|
|
2024
Q1 | $1.26M | Buy |
10,450
+6,790
| +186% | +$821K | 0.29% | 72 |
|
|
2023
Q4 | $484K | Sell |
3,660
-20,920
| -85% | -$2.76M | 0.13% | 115 |
|
|
2023
Q3 | $2.95M | Buy |
24,580
+15,280
| +164% | +$1.84M | 0.66% | 45 |
|
|
2023
Q2 | $1.56M | Buy |
+9,300
| New | +$1.56M | 0.36% | 74 |
|
|
2023
Q1 | – | Sell |
-1,880
| Closed | -$498K | – | 114 |
|
|
2022
Q4 | $498K | Buy |
1,880
+60
| +3% | +$15.9K | 0.16% | 110 |
|
|
2022
Q3 | $505K | Buy |
1,820
+320
| +21% | +$88.8K | 0.13% | 137 |
|
|
2022
Q2 | $293K | Hold |
1,500
| – | – | 0.09% | 96 |
|
|
2022
Q1 | $303K | Buy |
+1,500
| New | +$303K | 0.1% | 87 |
|