Archford Capital Strategies’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 | $642K | Buy |
+20,717
| New | +$642K | 0.08% | 196 |
|
2019
Q3 | – | Sell |
-482
| Closed | -$14K | – | 312 |
|
2019
Q2 | $14K | Sell |
482
-7,057
| -94% | -$205K | 0.01% | 379 |
|
2019
Q1 | $219K | Buy |
7,539
+413
| +6% | +$12K | 0.08% | 206 |
|
2018
Q4 | $175K | Buy |
7,126
+1,841
| +35% | +$45.2K | 0.07% | 203 |
|
2018
Q3 | $152K | Sell |
5,285
-182
| -3% | -$5.23K | 0.06% | 219 |
|
2018
Q2 | $151K | Buy |
5,467
+444
| +9% | +$12.3K | 0.05% | 222 |
|
2018
Q1 | $133K | Buy |
+5,023
| New | +$133K | 0.06% | 147 |
|
2017
Q3 | – | Sell |
-7,817
| Closed | -$212K | – | 196 |
|
2017
Q2 | $212K | Buy |
7,817
+858
| +12% | +$23.3K | 0.08% | 180 |
|
2017
Q1 | $192K | Buy |
6,959
+2,071
| +42% | +$57.1K | 0.07% | 192 |
|
2016
Q4 | $132K | Buy |
4,888
+2,153
| +79% | +$58.1K | 0.06% | 191 |
|
2016
Q3 | $75K | Hold |
2,735
| – | – | 0.03% | 234 |
|
2016
Q2 | $80K | Buy |
+2,735
| New | +$80K | 0.04% | 213 |
|
2016
Q1 | – | Sell |
-2,735
| Closed | -$70K | – | 304 |
|
2015
Q4 | $70K | Hold |
2,735
| – | – | 0.03% | 231 |
|
2015
Q3 | $68K | Buy |
2,735
+2,283
| +505% | +$56.8K | 0.05% | 172 |
|
2015
Q2 | $14K | Hold |
452
| – | – | 0.01% | 297 |
|
2015
Q1 | $14.9K | Hold |
452
| – | – | 0.01% | 306 |
|
2014
Q4 | $16K | Hold |
452
| – | – | 0.01% | 310 |
|
2014
Q3 | $18K | Hold |
452
| – | – | 0.01% | 305 |
|
2014
Q2 | $17.7K | Hold |
452
| – | – | 0.01% | 332 |
|
2014
Q1 | $15.7K | Buy |
+452
| New | +$15.7K | 0.01% | 363 |
|