Douglas Lane & Associates’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 | $460K | Buy |
14,834
+662
| +5% | +$20.5K | 0.01% | 180 |
|
2025
Q1 | $484K | Sell |
14,172
-200
| -1% | -$6.83K | 0.01% | 183 |
|
2024
Q4 | $451K | Hold |
14,372
| – | – | 0.01% | 186 |
|
2024
Q3 | $418K | Sell |
14,372
-2,196
| -13% | -$63.9K | 0.01% | 194 |
|
2024
Q2 | $480K | Sell |
16,568
-3,036
| -15% | -$88K | 0.01% | 182 |
|
2024
Q1 | $572K | Buy |
19,604
+4,216
| +27% | +$123K | 0.01% | 178 |
|
2023
Q4 | $405K | Sell |
15,388
-200
| -1% | -$5.27K | 0.01% | 190 |
|
2023
Q3 | $427K | Sell |
15,588
-1,022
| -6% | -$28K | 0.01% | 182 |
|
2023
Q2 | $438K | Sell |
16,610
-2,200
| -12% | -$58K | 0.01% | 181 |
|
2023
Q1 | $487K | Hold |
18,810
| – | – | 0.01% | 177 |
|
2022
Q4 | $454K | Sell |
18,810
-1,184
| -6% | -$28.6K | 0.01% | 181 |
|
2022
Q3 | $475K | Hold |
19,994
| – | – | 0.01% | 171 |
|
2022
Q2 | $487K | Sell |
19,994
-1,078
| -5% | -$26.3K | 0.01% | 174 |
|
2022
Q1 | $544K | Sell |
21,072
-225
| -1% | -$5.81K | 0.01% | 175 |
|
2021
Q4 | $468K | Buy |
21,297
+4,384
| +26% | +$96.3K | 0.01% | 185 |
|
2021
Q3 | $366K | Buy |
16,913
+1,940
| +13% | +$42K | 0.01% | 185 |
|
2021
Q2 | $361K | Sell |
14,973
-3,500
| -19% | -$84.4K | 0.01% | 184 |
|
2021
Q1 | $407K | Buy |
18,473
+1,100
| +6% | +$24.2K | 0.01% | 166 |
|
2020
Q4 | $340K | Sell |
17,373
-28
| -0.2% | -$548 | 0.01% | 177 |
|
2020
Q3 | $275K | Sell |
17,401
-375
| -2% | -$5.93K | 0.01% | 182 |
|
2020
Q2 | $323K | Sell |
17,776
-1,785
| -9% | -$32.4K | 0.01% | 174 |
|
2020
Q1 | $280K | Sell |
19,561
-850
| -4% | -$12.2K | 0.01% | 177 |
|
2019
Q4 | $575K | Sell |
20,411
-994
| -5% | -$28K | 0.01% | 159 |
|
2019
Q3 | $612K | Sell |
21,405
-50
| -0.2% | -$1.43K | 0.01% | 159 |
|
2019
Q2 | $619K | Buy |
21,455
+950
| +5% | +$27.4K | 0.01% | 162 |
|
2019
Q1 | $597K | Sell |
20,505
-900
| -4% | -$26.2K | 0.01% | 167 |
|
2018
Q4 | $526K | Sell |
21,405
-3,400
| -14% | -$83.6K | 0.01% | 166 |
|
2018
Q3 | $713K | Buy |
24,805
+8,304
| +50% | +$239K | 0.01% | 159 |
|
2018
Q2 | $457K | Buy |
16,501
+2,400
| +17% | +$66.5K | 0.01% | 165 |
|
2018
Q1 | $345K | Buy |
14,101
+800
| +6% | +$19.6K | 0.01% | 174 |
|
2017
Q4 | $353K | Sell |
13,301
-10
| -0.1% | -$265 | 0.01% | 172 |
|
2017
Q3 | $347K | Buy |
13,311
+2,910
| +28% | +$75.9K | 0.01% | 181 |
|
2017
Q2 | $282K | Hold |
10,401
| – | – | 0.01% | 182 |
|
2017
Q1 | $287K | Sell |
10,401
-732
| -7% | -$20.2K | 0.01% | 187 |
|
2016
Q4 | $301K | Buy |
11,133
+1,285
| +13% | +$34.7K | 0.01% | 190 |
|
2016
Q3 | $272K | Sell |
9,848
-4,084
| -29% | -$113K | 0.01% | 191 |
|
2016
Q2 | $408K | Buy |
13,932
+5,384
| +63% | +$158K | 0.01% | 180 |
|
2016
Q1 | $210K | Buy |
+8,548
| New | +$210K | 0.01% | 208 |
|