Founders Financial Alliance’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 | $321K | Buy |
10,338
+2,000
| +24% | +$62K | 0.07% | 242 |
|
|
2025
Q1 | $285K | Buy |
8,338
+1,920
| +30% | +$65.5K | 0.07% | 265 |
|
|
2024
Q4 | $201K | Sell |
6,418
-2,259
| -26% | -$70.8K | 0.06% | 277 |
|
|
2024
Q3 | $253K | Buy |
8,677
+41
| +0.5% | +$1.19K | 0.07% | 247 |
|
|
2024
Q2 | $250K | Sell |
8,636
-3,853
| -31% | -$112K | 0.07% | 236 |
|
|
2024
Q1 | $364K | Sell |
12,489
-269
| -2% | -$7.85K | 0.11% | 189 |
|
|
2023
Q4 | $336K | Buy |
12,758
+550
| +5% | +$14.5K | 0.13% | 166 |
|
|
2023
Q3 | $334K | Hold |
12,208
| – | – | 0.15% | 153 |
|
|
2023
Q2 | $322K | Buy |
+12,208
| New | +$322K | 0.13% | 171 |
|
|
2023
Q1 | – | Sell |
-9,883
| Closed | -$238K | – | 465 |
|
|
2022
Q4 | $238K | Buy |
9,883
+1,291
| +15% | +$31.1K | 0.11% | 195 |
|
|
2022
Q3 | $204K | Buy |
8,592
+71
| +0.8% | +$1.69K | 0.1% | 205 |
|
|
2022
Q2 | $208K | Buy |
8,521
+186
| +2% | +$4.54K | 0.11% | 201 |
|
|
2022
Q1 | $215K | Buy |
+8,335
| New | +$215K | 0.1% | 201 |
|
|
2021
Q3 | – | Sell |
-8,469
| Closed | -$204K | – | 465 |
|
|
2021
Q2 | $204K | Buy |
+8,469
| New | +$204K | 0.09% | 230 |
|
|
2020
Q4 | – | Sell |
-6,169
| Closed | -$97K | – | 677 |
|
|
2020
Q3 | $97K | Buy |
+6,169
| New | +$97K | 0.06% | 272 |
|