Ownership history in First Pacific Financial Β· 5 quarters on record
This page tracks every 13F SEC filing in which First Pacific Financial reported a position in ENPHASE ENERGY INC (ENPH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π First Pacific Financial underperformed the S&P 500 by β112.9% annually on this ENPH position. Timing score: 50% (2/4 decisions correct). Average cost basis: $112.20. Maximum drawdown during holding period: β68.7%.
β Significantly underperformed the S&P 500 by 112.9% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $39.65 (2025 Q2) Β· Worst: $113.02 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 3 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size