Capital Advisory Group Advisory Services’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
Q2 | – | Sell |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $584K | Buy |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $200K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $23K | Buy |
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