Aptus Capital Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
29,793
+15,842
| +114% | +$491K | 0.01% | 539 |
|
|
2025
Q1 | $476K | Sell |
13,951
-61,968
| -82% | -$2.12M | ﹤0.01% | 646 |
|
|
2024
Q4 | $2.38M | Buy |
75,919
+67,687
| +822% | +$2.12M | 0.02% | 362 |
|
|
2024
Q3 | $240K | Buy |
+8,232
| New | +$240K | ﹤0.01% | 717 |
|
|
2024
Q2 | – | Sell |
-7,422
| Closed | -$217K | – | 1184 |
|
|
2024
Q1 | $217K | Buy |
+7,422
| New | +$217K | ﹤0.01% | 710 |
|
|
2023
Q1 | – | Sell |
-8,831
| Closed | -$213K | – | 815 |
|
|
2022
Q4 | $213K | Buy |
+8,831
| New | +$213K | 0.01% | 464 |
|