Capital Advisors Inc’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 | $4.16M | Sell |
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|
2025
Q2 | $4.55M | Buy |
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|
2025
Q1 | $4.55M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $14M | Buy |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $944K | Sell |
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|
2021
Q3 | $936K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $585K | Sell |
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|
2019
Q3 | $618K | Hold |
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|
2019
Q2 | $618K | Buy |
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|
2019
Q1 | $582K | Sell |
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|
2018
Q4 | $813K | Sell |
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|
2018
Q3 | $961K | Sell |
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|
2018
Q2 | $957K | Buy |
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|
2018
Q1 | $843K | Sell |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.42M | Sell |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.54M | Sell |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.6M | Sell |
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|
2016
Q2 | $1.82M | Buy |
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|
2016
Q1 | $1.47M | Sell |
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|
2015
Q4 | $1.53M | Buy |
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|
2015
Q3 | $1.42M | Buy |
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|
2015
Q2 | $1.69M | Sell |
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|
2015
Q1 | $2M | Buy |
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|
2014
Q4 | $1.98M | Hold |
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|
2014
Q3 | $2.21M | Buy |
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|
2014
Q2 | $2.07M | Buy |
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|
2014
Q1 | $1.8M | Buy |
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|
2013
Q4 | $1.71M | Buy |
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|
2013
Q3 | $1.04M | Buy |
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|
2013
Q2 | $747K | Buy |
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