Financial Advocates Investment Management’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 | $334K | Sell |
10,764
-2,840
| -21% | -$88.1K | 0.03% | 468 |
|
|
2025
Q1 | $464K | Sell |
13,604
-1,520
| -10% | -$51.9K | 0.03% | 442 |
|
|
2024
Q4 | $474K | Buy |
15,124
+285
| +2% | +$8.94K | 0.03% | 463 |
|
|
2024
Q3 | $432K | Buy |
14,839
+101
| +0.7% | +$2.94K | 0.02% | 502 |
|
|
2024
Q2 | $427K | Sell |
14,738
-6,426
| -30% | -$186K | 0.03% | 469 |
|
|
2024
Q1 | $618K | Buy |
21,164
+210
| +1% | +$6.13K | 0.04% | 414 |
|
|
2023
Q4 | $552K | Sell |
20,954
-932
| -4% | -$24.6K | 0.04% | 408 |
|
|
2023
Q3 | $599K | Buy |
21,886
+2,742
| +14% | +$75K | 0.04% | 366 |
|
|
2023
Q2 | $504K | Sell |
19,144
-734
| -4% | -$19.3K | 0.04% | 406 |
|
|
2023
Q1 | $515K | Sell |
19,878
-5,854
| -23% | -$152K | 0.04% | 417 |
|
|
2022
Q4 | $621K | Sell |
25,732
-7,069
| -22% | -$171K | 0.05% | 399 |
|
|
2022
Q3 | $782K | Buy |
32,801
+6,826
| +26% | +$163K | 0.06% | 302 |
|
|
2022
Q2 | $633K | Sell |
25,975
-2,426
| -9% | -$59.1K | 0.05% | 353 |
|
|
2022
Q1 | $733K | Buy |
28,401
+6,402
| +29% | +$165K | 0.05% | 361 |
|
|
2021
Q4 | $499K | Sell |
21,999
-6,143
| -22% | -$139K | 0.03% | 482 |
|
|
2021
Q3 | $609K | Sell |
28,142
-82
| -0.3% | -$1.78K | 0.04% | 433 |
|
|
2021
Q2 | $681K | Buy |
28,224
+4,119
| +17% | +$99.4K | 0.05% | 400 |
|
|
2021
Q1 | $530K | Buy |
24,105
+1,401
| +6% | +$30.8K | 0.04% | 458 |
|
|
2020
Q4 | $445K | Buy |
22,704
+3,143
| +16% | +$61.6K | 0.03% | 471 |
|
|
2020
Q3 | $308K | Sell |
19,561
-3,008
| -13% | -$47.4K | 0.03% | 465 |
|
|
2020
Q2 | $410K | Buy |
22,569
+3,475
| +18% | +$63.1K | 0.04% | 382 |
|
|
2020
Q1 | $273K | Sell |
19,094
-567
| -3% | -$8.11K | 0.04% | 371 |
|
|
2019
Q4 | $553K | Buy |
19,661
+4,437
| +29% | +$125K | 0.06% | 291 |
|
|
2019
Q3 | $435K | Buy |
15,224
+269
| +2% | +$7.69K | 0.05% | 313 |
|
|
2019
Q2 | $432K | Sell |
14,955
-875
| -6% | -$25.3K | 0.05% | 312 |
|
|
2019
Q1 | $461K | Buy |
15,830
+319
| +2% | +$9.29K | 0.06% | 285 |
|
|
2018
Q4 | $381K | Buy |
15,511
+13,403
| +636% | +$329K | 0.05% | 292 |
|
|
2018
Q3 | $511K | Sell |
2,108
-7,755
| -79% | -$1.88M | 0.06% | 281 |
|
|
2018
Q2 | $270K | Buy |
9,863
+150
| +2% | +$4.11K | 0.03% | 397 |
|
|
2018
Q1 | $238K | Buy |
9,713
+1,437
| +17% | +$35.2K | 0.03% | 416 |
|
|
2017
Q4 | $219K | Buy |
+8,276
| New | +$219K | 0.03% | 434 |
|