Fiduciary 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
Q2 | $1.05M | Buy |
34,018
+9,376
| +38% | +$291K | 0.1% | 155 |
|
|
2025
Q1 | $841K | Buy |
24,642
+300
| +1% | +$10.2K | 0.08% | 165 |
|
|
2024
Q4 | $763K | Buy |
24,342
+2,738
| +13% | +$85.9K | 0.08% | 168 |
|
|
2024
Q3 | $629K | Buy |
21,604
+3,357
| +18% | +$97.7K | 0.06% | 178 |
|
|
2024
Q2 | $529K | Sell |
18,247
-184
| -1% | -$5.33K | 0.06% | 184 |
|
|
2024
Q1 | $538K | Buy |
18,431
+3
| +0% | +$88 | 0.06% | 181 |
|
|
2023
Q4 | $486K | Buy |
18,428
+944
| +5% | +$24.9K | 0.06% | 180 |
|
|
2023
Q3 | $479K | Buy |
17,484
+1,358
| +8% | +$37.2K | 0.06% | 168 |
|
|
2023
Q2 | $425K | Buy |
16,126
+9
| +0.1% | +$237 | 0.05% | 174 |
|
|
2023
Q1 | $417K | Buy |
16,117
+3,728
| +30% | +$96.6K | 0.05% | 176 |
|
|
2022
Q4 | $299K | Buy |
12,389
+502
| +4% | +$12.1K | 0.04% | 190 |
|
|
2022
Q3 | $297K | Buy |
11,887
+285
| +2% | +$7.12K | 0.04% | 195 |
|
|
2022
Q2 | $311K | Sell |
11,602
-1,247
| -10% | -$33.4K | 0.04% | 192 |
|
|
2022
Q1 | $333K | Sell |
12,849
-160
| -1% | -$4.15K | 0.04% | 177 |
|
|
2021
Q4 | $286K | Buy |
13,009
+1,552
| +14% | +$34.1K | 0.03% | 202 |
|
|
2021
Q3 | $278K | Buy |
+11,457
| New | +$278K | 0.03% | 204 |
|