Stamos Capital Partners’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 Q2	–	Sell	-6,531	Closed	-$405K	–	141
2025 Q1	$405K	Sell	6,531 -14,949	-70%	-$946K	0.11%	130
2024 Q4	$1.48M	Buy	21,480 +8,830	+70%	+$701K	0.35%	91
2024 Q3	$1.43M	Sell	12,650 -5,080	-29%	-$568K	0.34%	76
2024 Q2	$1.77M	Buy	17,730 +7,280	+70%	+$848K	0.38%	69
2024 Q1	$1.26M	Buy	10,450 +6,790	+186%	+$792K	0.29%	72
2023 Q4	$484K	Sell	3,660 -20,920	-85%	-$2.22M	0.13%	115
2023 Q3	$2.95M	Buy	24,580 +15,280	+164%	+$2.18M	0.66%	45
2023 Q2	$1.56M	Buy	+9,300	New	+$1.66M	0.36%	74
2023 Q1	–	Sell	-1,880	Closed	-$498K	–	114
2022 Q4	$498K	Buy	1,880 +60	+3%	+$17.5K	0.16%	110
2022 Q3	$505K	Buy	1,820 +320	+21%	+$86.3K	0.13%	137
2022 Q2	$293K	Hold	1,500	–	–	0.09%	96
2022 Q1	$303K	Buy	+1,500	New	+$236K	0.1%	87