Gladstone Institutional Advisory’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 | $571K | Sell |
18,425
-14,938
| -45% | -$463K | 0.02% | 461 |
|
|
2025
Q1 | $1.14M | Buy |
33,363
+13,664
| +69% | +$466K | 0.05% | 309 |
|
|
2024
Q4 | $618K | Sell |
19,699
-737
| -4% | -$23.1K | 0.03% | 415 |
|
|
2024
Q3 | $595K | Buy |
20,436
+846
| +4% | +$24.6K | 0.03% | 407 |
|
|
2024
Q2 | $568K | Sell |
19,590
-2,624
| -12% | -$76K | 0.03% | 401 |
|
|
2024
Q1 | $648K | Buy |
22,214
+2,874
| +15% | +$83.9K | 0.04% | 366 |
|
|
2023
Q4 | $510K | Sell |
19,340
-67
| -0.3% | -$1.77K | 0.03% | 414 |
|
|
2023
Q3 | $531K | Buy |
19,407
+6,084
| +46% | +$167K | 0.03% | 375 |
|
|
2023
Q2 | $351K | Buy |
13,323
+1,598
| +14% | +$42.1K | 0.02% | 477 |
|
|
2023
Q1 | $304K | Buy |
11,725
+1,012
| +9% | +$26.2K | 0.02% | 517 |
|
|
2022
Q4 | $258K | Buy |
10,713
+566
| +6% | +$13.7K | 0.02% | 539 |
|
|
2022
Q3 | $241K | Sell |
10,147
-650
| -6% | -$15.4K | 0.02% | 543 |
|
|
2022
Q2 | $263K | Buy |
10,797
+1,390
| +15% | +$33.9K | 0.02% | 538 |
|
|
2022
Q1 | $243K | Buy |
+9,407
| New | +$243K | 0.02% | 611 |
|