Beacon Financial Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $310K | Buy |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $334K | Sell |
|
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $319K | Buy |
|
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $311K | Buy |
|
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $382K | Sell |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $534K | Sell |
|
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|
2019
Q3 | $600K | Buy |
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|
2019
Q2 | $535K | Sell |
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|
2019
Q1 | $559 | Sell |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $656K | Buy |
|
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|
2018
Q2 | $632K | Buy |
|
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|
2018
Q1 | $375K | Sell |
|
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|
2017
Q4 | $425K | Sell |
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|
2017
Q3 | $1.64M | Buy |
|
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|
2017
Q2 | $1.52M | Buy |
|
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|
2017
Q1 | $1.43M | Buy |
|
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $1.08M | Buy |
|
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|
2016
Q1 | $880K | Sell |
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|
2015
Q4 | $971K | Buy |
|
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|
2015
Q3 | $824K | Buy |
|
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $967K | Sell |
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|
2014
Q4 | $1.09M | Buy |
|
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.06M | Buy |
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|
2014
Q1 | $706K | Sell |
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|
2013
Q4 | $691K | Buy |
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|
2013
Q3 | $340K | Buy |
|