BFG
Beacon Financial Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
9,992
+10
| +0.1% | +$310 | 0.03% | 286 |
|
|
2025
Q1 | $341K | Sell |
9,982
-674
| -6% | -$23K | 0.04% | 264 |
|
|
2024
Q4 | $334K | Sell |
10,656
-190
| -2% | -$5.96K | 0.04% | 268 |
|
|
2024
Q3 | $316K | Sell |
10,846
-85
| -0.8% | -$2.47K | 0.03% | 275 |
|
|
2024
Q2 | $317K | Hold |
10,931
| – | – | 0.04% | 259 |
|
|
2024
Q1 | $319K | Buy |
10,931
+10
| +0.1% | +$292 | 0.04% | 263 |
|
|
2023
Q4 | $288K | Buy |
10,921
+310
| +3% | +$8.17K | 0.04% | 269 |
|
|
2023
Q3 | $282K | Sell |
10,611
-1,182
| -10% | -$31.4K | 0.04% | 217 |
|
|
2023
Q2 | $311K | Buy |
11,793
+19
| +0.2% | +$501 | 0.04% | 200 |
|
|
2023
Q1 | $313K | Hold |
11,774
| – | – | 0.04% | 200 |
|
|
2022
Q4 | $284K | Buy |
11,774
+500
| +4% | +$12.1K | 0.04% | 210 |
|
|
2022
Q3 | $269K | Sell |
11,274
-1,972
| -15% | -$47.1K | 0.04% | 218 |
|
|
2022
Q2 | $313K | Hold |
13,246
| – | – | 0.05% | 207 |
|
|
2022
Q1 | $343K | Sell |
13,246
-8,783
| -40% | -$227K | 0.05% | 219 |
|
|
2021
Q4 | $499K | Buy |
22,029
+5,579
| +34% | +$126K | 0.06% | 196 |
|
|
2021
Q3 | $382K | Sell |
16,450
-968
| -6% | -$22.5K | 0.05% | 210 |
|
|
2021
Q2 | $414K | Buy |
17,418
+72
| +0.4% | +$1.71K | 0.06% | 194 |
|
|
2021
Q1 | $401K | Hold |
17,346
| – | – | 0.06% | 181 |
|
|
2020
Q4 | $401K | Buy |
17,346
+43
| +0.2% | +$994 | 0.06% | 186 |
|
|
2020
Q3 | $273K | Sell |
17,303
-337
| -2% | -$5.32K | 0.05% | 182 |
|
|
2020
Q2 | $309K | Sell |
17,640
-1,958
| -10% | -$34.3K | 0.06% | 175 |
|
|
2020
Q1 | $266K | Buy |
19,598
+627
| +3% | +$8.51K | 0.06% | 162 |
|
|
2019
Q4 | $534K | Sell |
18,971
-1,972
| -9% | -$55.5K | 0.07% | 150 |
|
|
2019
Q3 | $600K | Buy |
20,943
+2,402
| +13% | +$68.8K | 0.1% | 137 |
|
|
2019
Q2 | $535K | Sell |
18,541
-676
| -4% | -$19.5K | 0.09% | 141 |
|
|
2019
Q1 | $559 | Sell |
19,217
-3,657
| -16% | -$106 | 0.09% | 131 |
|
|
2018
Q4 | $546K | Buy |
22,874
+25
| +0.1% | +$597 | 0.1% | 126 |
|
|
2018
Q3 | $656K | Buy |
22,849
+22
| +0.1% | +$632 | 0.11% | 123 |
|
|
2018
Q2 | $632K | Buy |
22,827
+7,504
| +49% | +$208K | 0.11% | 128 |
|
|
2018
Q1 | $375K | Sell |
15,323
-717
| -4% | -$17.5K | 0.06% | 152 |
|
|
2017
Q4 | $425K | Sell |
16,040
-46,902
| -75% | -$1.24M | 0.07% | 142 |
|
|
2017
Q3 | $1.64M | Buy |
62,942
+6,363
| +11% | +$166K | 0.3% | 70 |
|
|
2017
Q2 | $1.52M | Buy |
56,579
+3,985
| +8% | +$107K | 0.29% | 74 |
|
|
2017
Q1 | $1.43M | Buy |
52,594
+8,095
| +18% | +$221K | 0.27% | 75 |
|
|
2016
Q4 | $1.2M | Buy |
44,499
+5,777
| +15% | +$156K | 0.24% | 77 |
|
|
2016
Q3 | $1.06M | Buy |
38,722
+1,181
| +3% | +$32.4K | 0.22% | 77 |
|
|
2016
Q2 | $1.09M | Buy |
37,541
+1,437
| +4% | +$41.5K | 0.24% | 71 |
|
|
2016
Q1 | $880K | Sell |
36,104
-2,897
| -7% | -$70.6K | 0.19% | 81 |
|
|
2015
Q4 | $971K | Buy |
39,001
+1,719
| +5% | +$42.8K | 0.22% | 75 |
|
|
2015
Q3 | $824K | Buy |
37,282
+2,268
| +6% | +$50.1K | 0.2% | 76 |
|
|
2015
Q2 | $1.05M | Buy |
35,014
+5,647
| +19% | +$169K | 0.23% | 75 |
|
|
2015
Q1 | $967K | Sell |
29,367
-501
| -2% | -$16.5K | 0.21% | 75 |
|
|
2014
Q4 | $1.09M | Buy |
29,868
+2,687
| +10% | +$98.3K | 0.23% | 80 |
|
|
2014
Q3 | $1.1M | Buy |
27,181
+13,573
| +100% | +$547K | 0.24% | 80 |
|
|
2014
Q2 | $1.06M | Buy |
13,608
+3,379
| +33% | +$263K | 0.23% | 80 |
|
|
2014
Q1 | $706K | Sell |
10,229
-255
| -2% | -$17.6K | 0.15% | 97 |
|
|
2013
Q4 | $691K | Buy |
10,484
+4,895
| +88% | +$323K | 0.13% | 110 |
|
|
2013
Q3 | $340K | Buy |
+5,589
| New | +$340K | 0.07% | 141 |
|