First Foundation Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $279K | Sell |
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2025
Q1 | $343K | Hold |
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2024
Q4 | $315K | Buy |
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2024
Q3 | $234K | Buy |
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2024
Q2 | $220K | Hold |
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2024
Q1 | $222K | Sell |
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2023
Q4 | $215K | Hold |
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2023
Q3 | $223K | Hold |
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2023
Q2 | $215K | Sell |
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2023
Q1 | $359K | Sell |
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2022
Q4 | $342K | Sell |
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2022
Q3 | $473K | Sell |
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2022
Q2 | $560K | Sell |
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2022
Q1 | $1.47M | Buy |
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2021
Q4 | $1.11M | Buy |
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2021
Q3 | $207K | Hold |
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2021
Q2 | $231K | Sell |
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2021
Q1 | $240K | Sell |
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2020
Q4 | $667K | Sell |
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2020
Q3 | $578K | Buy |
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2020
Q2 | $492K | Sell |
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2020
Q1 | $445K | Buy |
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2019
Q4 | $513K | Hold |
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2019
Q3 | $520K | Buy |
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2019
Q2 | $407K | Sell |
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2019
Q1 | $410K | Sell |
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2018
Q4 | $432K | Sell |
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2018
Q3 | $518K | Sell |
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2018
Q2 | $967K | Buy |
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2018
Q1 | $461K | Buy |
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2017
Q4 | $322K | Buy |
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2017
Q3 | $264K | Sell |
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2017
Q2 | $296K | Buy |
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2017
Q1 | $288K | Sell |
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2016
Q4 | $305K | Hold |
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2016
Q3 | $311K | Hold |
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2016
Q2 | $330K | Sell |
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2016
Q1 | $375K | Sell |
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2015
Q4 | $785K | Sell |
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2015
Q3 | $1M | Buy |
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2015
Q2 | $1.15M | Sell |
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2015
Q1 | $1.27M | Buy |
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2014
Q4 | $1.26M | Sell |
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2014
Q3 | $2M | Sell |
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2014
Q2 | $2.83M | Buy |
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2014
Q1 | $2.44M | Buy |
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2013
Q4 | $2.3M | Buy |
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2013
Q3 | $1.96M | Buy |
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2013
Q2 | $1.95M | Buy |
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