HBK Sorce Advisory’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
Q3 | $548K | Buy |
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|
2025
Q2 | $538K | Sell |
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|
2025
Q1 | $750K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $638K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $841K | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $360K | Buy |
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