Farther Finance Advisors’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 | $2.01M | Buy |
64,966
+21,366
| +49% | +$663K | 0.04% | 362 |
|
|
2025
Q1 | $1.49M | Buy |
43,600
+34,449
| +376% | +$1.18M | 0.04% | 368 |
|
|
2024
Q4 | $287K | Sell |
9,151
-886
| -9% | -$27.8K | 0.01% | 824 |
|
|
2024
Q3 | $292K | Buy |
10,037
+3,607
| +56% | +$105K | 0.01% | 842 |
|
|
2024
Q2 | $186K | Sell |
6,430
-381
| -6% | -$11K | 0.01% | 856 |
|
|
2024
Q1 | $200K | Sell |
6,811
-99
| -1% | -$2.91K | 0.01% | 684 |
|
|
2023
Q4 | $182K | Buy |
6,910
+2,984
| +76% | +$78.6K | 0.01% | 575 |
|
|
2023
Q3 | $107K | Buy |
3,926
+16
| +0.4% | +$438 | 0.02% | 532 |
|
|
2023
Q2 | $103K | Buy |
3,910
+1
| +0% | +$26 | 0.02% | 449 |
|
|
2023
Q1 | $101K | Sell |
3,909
-377
| -9% | -$9.76K | 0.03% | 406 |
|
|
2022
Q4 | $103K | Buy |
+4,286
| New | +$103K | 0.04% | 323 |
|