Bank of Stockton’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
$400K Buy
12,887
+1,706
+15% +$52.9K 0.12% 95
2025
Q1
$382K Buy
11,181
+1,151
+11% +$39.3K 0.12% 101
2024
Q4
$315K Buy
10,030
+2,098
+26% +$65.8K 0.1% 114
2024
Q3
$231K Buy
+7,932
New +$231K 0.07% 134
2018
Q4
Sell
-8,544
Closed -$245K 105
2018
Q3
$245K Buy
+8,544
New +$245K 0.12% 93