Doliver Advisors’s Enterprise Products Partners EPD Stock Holding History

Doliver Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.05M	Sell	98,213 -700	-0.7%	-$21.7K	0.83%	18
2025 Q1	$3.38M	Sell	98,913 -100	-0.1%	-$3.41K	0.95%	14
2024 Q4	$3.11M	Buy	99,013 +615	+0.6%	+$19.3K	0.86%	18
2024 Q3	$2.86M	Sell	98,398 -1,280	-1%	-$37.3K	0.79%	15
2024 Q2	$2.89M	Sell	99,678 -1,250	-1%	-$36.2K	0.81%	15
2024 Q1	$2.95M	Sell	100,928 -500	-0.5%	-$14.6K	0.83%	14
2023 Q4	$2.67M	Buy	101,428 +1,850	+2%	+$48.7K	0.82%	14
2023 Q3	$2.73M	Hold	99,578	–	–	0.82%	13
2023 Q2	$2.62M	Hold	99,578	–	–	0.8%	16
2023 Q1	$2.58M	Buy	99,578 +2,300	+2%	+$59.6K	0.81%	14
2022 Q4	$2.35M	Hold	97,278	–	–	0.77%	16
2022 Q3	$2.31M	Buy	97,278 +900	+0.9%	+$21.4K	0.85%	14
2022 Q2	$2.35M	Buy	96,378 +15,650	+19%	+$381K	0.83%	16
2022 Q1	$2.08M	Buy	80,728 +3,800	+5%	+$98.1K	0.66%	23
2021 Q4	$1.85M	Buy	76,928 +7,292	+10%	+$175K	0.58%	22
2021 Q3	$1.51M	Buy	69,636 +2,400	+4%	+$51.9K	0.51%	32
2021 Q2	$1.62M	Hold	67,236	–	–	0.54%	29
2021 Q1	$1.48M	Buy	67,236 +1,000	+2%	+$22K	0.55%	32
2020 Q4	$1.3M	Buy	66,236 +3,000	+5%	+$58.8K	0.57%	33
2020 Q3	$998K	Buy	63,236 +8,700	+16%	+$137K	0.51%	34
2020 Q2	$991K	Sell	54,536 -158	-0.3%	-$2.87K	0.44%	41
2020 Q1	$916K	Sell	54,694 -1,753	-3%	-$29.4K	0.45%	37
2019 Q4	$1.59M	Sell	56,447 -520	-0.9%	-$14.6K	0.63%	27
2019 Q3	$1.58M	Buy	56,967 +700	+1%	+$19.4K	0.63%	22
2019 Q2	$1.62M	Buy	56,267 +300	+0.5%	+$8.66K	0.64%	20
2019 Q1	$1.63M	Buy	55,967 +170	+0.3%	+$4.95K	0.66%	15
2018 Q4	$1.37M	Sell	55,797 -318	-0.6%	-$7.82K	0.67%	12
2018 Q3	$1.61M	Sell	56,115 -200	-0.4%	-$5.75K	0.66%	11
2018 Q2	$1.56M	Sell	56,315 -13,100	-19%	-$362K	0.65%	12
2018 Q1	$1.7M	Buy	69,415 +1,000	+1%	+$24.5K	0.74%	7
2017 Q4	$1.81M	Buy	68,415 +1,500	+2%	+$39.8K	0.73%	6
2017 Q3	$1.74M	Buy	66,915 +10,089	+18%	+$263K	0.78%	13
2017 Q2	$1.54M	Buy	+56,826	New	+$1.54M	0.74%	16