Steward Partners Investment Advisory’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 | $136K | Sell |
3,440
-11,670
| -77% | -$463K | ﹤0.01% | 1939 |
|
|
2025
Q1 | $938K | Sell |
15,110
-450
| -3% | -$27.9K | 0.01% | 948 |
|
|
2024
Q4 | $1.07M | Buy |
15,560
+6,992
| +82% | +$480K | 0.01% | 850 |
|
|
2024
Q3 | $968K | Sell |
8,568
-1,836
| -18% | -$208K | 0.01% | 873 |
|
|
2024
Q2 | $1.04M | Buy |
10,404
+482
| +5% | +$48.1K | 0.01% | 802 |
|
|
2024
Q1 | $1.2M | Sell |
9,922
-2,420
| -20% | -$293K | 0.01% | 731 |
|
|
2023
Q4 | $1.63M | Buy |
12,342
+2,721
| +28% | +$360K | 0.02% | 562 |
|
|
2023
Q3 | $1.16M | Buy |
9,621
+4,460
| +86% | +$536K | 0.02% | 631 |
|
|
2023
Q2 | $864K | Buy |
5,161
+749
| +17% | +$125K | 0.01% | 735 |
|
|
2023
Q1 | $928K | Buy |
4,412
+1,718
| +64% | +$361K | 0.01% | 721 |
|
|
2022
Q4 | $714K | Buy |
2,694
+191
| +8% | +$50.6K | 0.01% | 777 |
|
|
2022
Q3 | $695K | Sell |
2,503
-315
| -11% | -$87.5K | 0.01% | 749 |
|
|
2022
Q2 | $550K | Sell |
2,818
-97
| -3% | -$18.9K | 0.01% | 822 |
|
|
2022
Q1 | $588K | Sell |
2,915
-877
| -23% | -$177K | 0.01% | 868 |
|
|
2021
Q4 | $694K | Buy |
3,792
+460
| +14% | +$84.2K | 0.01% | 828 |
|
|
2021
Q3 | $500K | Buy |
3,332
+48
| +1% | +$7.2K | 0.01% | 907 |
|
|
2021
Q2 | $603K | Buy |
3,284
+268
| +9% | +$49.2K | 0.01% | 862 |
|
|
2021
Q1 | $489K | Sell |
3,016
-16
| -0.5% | -$2.6K | 0.01% | 899 |
|
|
2020
Q4 | $532K | Sell |
3,032
-78
| -3% | -$13.7K | 0.01% | 743 |
|
|
2020
Q3 | $257K | Hold |
3,110
| – | – | 0.01% | 860 |
|
|
2020
Q2 | $148K | Buy |
3,110
+40
| +1% | +$1.9K | ﹤0.01% | 983 |
|
|
2020
Q1 | $99K | Sell |
3,070
-5
| -0.2% | -$161 | ﹤0.01% | 997 |
|
|
2019
Q4 | $80K | Buy |
3,075
+1,505
| +96% | +$39.2K | ﹤0.01% | 1211 |
|
|
2019
Q3 | $34K | Sell |
1,570
-1,430
| -48% | -$31K | ﹤0.01% | 1518 |
|
|
2019
Q2 | $54K | Buy |
+3,000
| New | +$54K | ﹤0.01% | 1304 |
|