Clayton Financial Group’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
Q1 | – | Sell |
-21,847
| Closed | -$685K | – | 121 |
|
|
2024
Q4 | $685K | Hold |
21,847
| – | – | 0.25% | 56 |
|
|
2024
Q3 | $636K | Buy |
21,847
+4,970
| +29% | +$145K | 0.24% | 60 |
|
|
2024
Q2 | $492K | Hold |
16,877
| – | – | 0.21% | 60 |
|
|
2024
Q1 | $492K | Hold |
16,877
| – | – | 0.22% | 58 |
|
|
2023
Q4 | $445K | Buy |
+16,877
| New | +$445K | 0.28% | 36 |
|