Caldwell Sutter Capital’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 | $231K | Sell |
7,449
-25
| -0.3% | -$775 | 0.11% | 179 |
|
|
2025
Q1 | $255K | Sell |
7,474
-166
| -2% | -$5.67K | 0.12% | 168 |
|
|
2024
Q4 | $240K | Buy |
7,640
+57
| +0.8% | +$1.79K | 0.11% | 179 |
|
|
2024
Q3 | $221K | Hold |
7,583
| – | – | 0.1% | 191 |
|
|
2024
Q2 | $220K | Sell |
7,583
-936
| -11% | -$27.1K | 0.11% | 179 |
|
|
2024
Q1 | $249K | Sell |
8,519
-333
| -4% | -$9.72K | 0.12% | 168 |
|
|
2023
Q4 | $233K | Buy |
8,852
+158
| +2% | +$4.16K | 0.12% | 165 |
|
|
2023
Q3 | $238K | Sell |
8,694
-258
| -3% | -$7.06K | 0.13% | 153 |
|
|
2023
Q2 | $236K | Buy |
8,952
+2,098
| +31% | +$55.3K | 0.12% | 159 |
|
|
2023
Q1 | $178K | Buy |
+6,854
| New | +$178K | 0.13% | 138 |
|