Capital Investment Advisory Services’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 | $1.59M | Buy |
51,273
+1,464
| +3% | +$45.4K | 0.13% | 167 |
|
2025
Q1 | $1.7M | Buy |
49,809
+1,378
| +3% | +$47K | 0.15% | 154 |
|
2024
Q4 | $1.52M | Buy |
48,431
+212
| +0.4% | +$6.65K | 0.15% | 148 |
|
2024
Q3 | $1.4M | Sell |
48,219
-15
| -0% | -$437 | 0.13% | 160 |
|
2024
Q2 | $1.4M | Buy |
48,234
+3,164
| +7% | +$91.7K | 0.14% | 151 |
|
2024
Q1 | $1.32M | Buy |
45,070
+1,274
| +3% | +$37.2K | 0.14% | 159 |
|
2023
Q4 | $1.15M | Buy |
43,796
+112
| +0.3% | +$2.95K | 0.11% | 167 |
|
2023
Q3 | $1.2M | Buy |
43,684
+2,868
| +7% | +$78.5K | 0.12% | 153 |
|
2023
Q2 | $1.08M | Buy |
40,816
+8,801
| +27% | +$232K | 0.11% | 165 |
|
2023
Q1 | $829K | Buy |
32,015
+335
| +1% | +$8.68K | 0.1% | 190 |
|
2022
Q4 | $764K | Buy |
31,680
+865
| +3% | +$20.9K | 0.09% | 203 |
|
2022
Q3 | $733K | Buy |
30,815
+669
| +2% | +$15.9K | 0.1% | 187 |
|
2022
Q2 | $735K | Buy |
30,146
+1,009
| +3% | +$24.6K | 0.09% | 195 |
|
2022
Q1 | $752K | Buy |
29,137
+977
| +3% | +$25.2K | 0.08% | 210 |
|
2021
Q4 | $618K | Buy |
28,160
+6,924
| +33% | +$152K | 0.07% | 242 |
|
2021
Q3 | $460K | Buy |
21,236
+1,772
| +9% | +$38.4K | 0.06% | 283 |
|
2021
Q2 | $470K | Buy |
19,464
+1,024
| +6% | +$24.7K | 0.06% | 284 |
|
2021
Q1 | $406K | Buy |
18,440
+460
| +3% | +$10.1K | 0.06% | 282 |
|
2020
Q4 | $352K | Sell |
17,980
-256
| -1% | -$5.01K | 0.05% | 304 |
|
2020
Q3 | $288K | Buy |
18,236
+2,027
| +13% | +$32K | 0.05% | 281 |
|
2020
Q2 | $295K | Buy |
16,209
+257
| +2% | +$4.68K | 0.06% | 247 |
|
2020
Q1 | $228K | Buy |
15,952
+1,299
| +9% | +$18.6K | 0.06% | 269 |
|
2019
Q4 | $413K | Sell |
14,653
-3,587
| -20% | -$101K | 0.11% | 188 |
|
2019
Q3 | $521K | Buy |
18,240
+1,000
| +6% | +$28.6K | 0.15% | 136 |
|
2019
Q2 | $529K | Buy |
17,240
+2,500
| +17% | +$76.7K | 0.16% | 132 |
|
2019
Q1 | $429K | Hold |
14,740
| – | – | 0.16% | 128 |
|
2018
Q4 | $362K | Sell |
14,740
-1,500
| -9% | -$36.8K | 0.15% | 126 |
|
2018
Q3 | $467K | Buy |
16,240
+490
| +3% | +$14.1K | 0.22% | 113 |
|
2018
Q2 | $436K | Hold |
15,750
| – | – | 0.22% | 117 |
|
2018
Q1 | $386K | Sell |
15,750
-905
| -5% | -$22.2K | 0.22% | 114 |
|
2017
Q4 | $442K | Sell |
16,655
-739
| -4% | -$19.6K | 0.26% | 99 |
|
2017
Q3 | $453K | Buy |
17,394
+1,125
| +7% | +$29.3K | 0.28% | 89 |
|
2017
Q2 | $441K | Buy |
16,269
+951
| +6% | +$25.8K | 0.29% | 86 |
|
2017
Q1 | $423K | Sell |
15,318
-770
| -5% | -$21.3K | 0.31% | 81 |
|
2016
Q4 | $435K | Buy |
+16,088
| New | +$435K | 0.38% | 70 |
|