IFP Advisors’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 | $1.12M | Sell |
36,058
-59,010
| -62% | -$1.83M | 0.03% | 548 |
|
|
2025
Q1 | $3.25M | Sell |
95,068
-9,935
| -9% | -$339K | 0.1% | 232 |
|
|
2024
Q4 | $3.29M | Buy |
105,003
+12,998
| +14% | +$408K | 0.11% | 206 |
|
|
2024
Q3 | $2.68M | Buy |
92,005
+1,026
| +1% | +$29.9K | 0.1% | 236 |
|
|
2024
Q2 | $2.64M | Buy |
90,979
+63,831
| +235% | +$1.85M | 0.1% | 205 |
|
|
2024
Q1 | $792K | Buy |
27,148
+557
| +2% | +$16.3K | 0.03% | 470 |
|
|
2023
Q4 | $701K | Sell |
26,591
-2,836
| -10% | -$74.7K | 0.03% | 474 |
|
|
2023
Q3 | $805K | Buy |
29,427
+706
| +2% | +$19.3K | 0.04% | 455 |
|
|
2023
Q2 | $757K | Sell |
28,721
-9,468
| -25% | -$249K | 0.03% | 515 |
|
|
2023
Q1 | $1.12M | Sell |
38,189
-23,542
| -38% | -$692K | 0.05% | 353 |
|
|
2022
Q4 | $1.82M | Sell |
61,731
-6,300
| -9% | -$186K | 0.05% | 405 |
|
|
2022
Q3 | $2.01M | Buy |
68,031
+3,138
| +5% | +$92.7K | 0.05% | 396 |
|
|
2022
Q2 | $1.92M | Hold |
64,893
| – | – | 0.06% | 360 |
|
|
2022
Q1 | $1.92M | Buy |
64,893
+32,011
| +97% | +$945K | 0.06% | 360 |
|
|
2021
Q4 | $724K | Buy |
32,882
+2,171
| +7% | +$47.8K | 0.01% | 475 |
|
|
2021
Q3 | $664K | Buy |
30,711
+473
| +2% | +$10.2K | 0.01% | 487 |
|
|
2021
Q2 | $730K | Buy |
30,238
+2,526
| +9% | +$61K | 0.02% | 447 |
|
|
2021
Q1 | $609K | Sell |
27,712
-4,417
| -14% | -$97.1K | 0.01% | 465 |
|
|
2020
Q4 | $629K | Buy |
32,129
+2,253
| +8% | +$44.1K | 0.03% | 440 |
|
|
2020
Q3 | $473K | Sell |
29,876
-7,403
| -20% | -$117K | 0.03% | 443 |
|
|
2020
Q2 | $659K | Sell |
37,279
-1,162
| -3% | -$20.5K | 0.05% | 354 |
|
|
2020
Q1 | $583K | Sell |
38,441
-1,319
| -3% | -$20K | 0.06% | 313 |
|
|
2019
Q4 | $1.12M | Sell |
39,760
-6,714
| -14% | -$189K | 0.08% | 251 |
|
|
2019
Q3 | $1.33M | Buy |
+46,474
| New | +$1.33M | 0.09% | 250 |
|
|
2019
Q1 | $557K | Sell |
19,065
-78,320
| -80% | -$2.29M | 0.08% | 263 |
|
|
2018
Q4 | $2.33M | Sell |
97,385
-9,227
| -9% | -$220K | 0.14% | 162 |
|
|
2018
Q3 | $3.06M | Buy |
106,612
+19,974
| +23% | +$574K | 0.12% | 189 |
|
|
2018
Q2 | $2.4M | Sell |
86,638
-30,941
| -26% | -$856K | 0.1% | 219 |
|
|
2018
Q1 | $3.12M | Hold |
117,579
| – | – | 0.14% | 167 |
|
|
2017
Q4 | $3.12M | Sell |
117,579
-440
| -0.4% | -$11.7K | 0.14% | 166 |
|
|
2017
Q3 | $3.08M | Sell |
118,019
-37,076
| -24% | -$967K | 0.12% | 187 |
|
|
2017
Q2 | $4.2M | Buy |
155,095
+27,769
| +22% | +$752K | 0.18% | 121 |
|
|
2017
Q1 | $3.52M | Buy |
127,326
+2,965
| +2% | +$81.9K | 0.15% | 149 |
|
|
2016
Q4 | $3.36M | Buy |
124,361
+42,917
| +53% | +$1.16M | 0.16% | 141 |
|
|
2016
Q3 | $2.25M | Buy |
81,444
+1,769
| +2% | +$48.9K | 0.12% | 189 |
|
|
2016
Q2 | $2.33M | Buy |
79,675
+60,610
| +318% | +$1.77M | 0.13% | 172 |
|
|
2016
Q1 | $557K | Sell |
19,065
-63,673
| -77% | -$1.86M | 0.08% | 263 |
|
|
2015
Q4 | $2.12M | Buy |
+82,738
| New | +$2.12M | 0.14% | 156 |
|