Independent Advisor 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 | $4.17M | Sell |
134,387
-1,479
| -1% | -$45.9K | 0.12% | 142 |
|
|
2025
Q1 | $4.64M | Sell |
135,866
-2,298
| -2% | -$78.5K | 0.15% | 114 |
|
|
2024
Q4 | $4.33M | Buy |
138,164
+7,224
| +6% | +$227K | 0.06% | 300 |
|
|
2024
Q3 | $3.81M | Buy |
130,940
+9,855
| +8% | +$287K | 0.14% | 130 |
|
|
2024
Q2 | $3.51M | Sell |
121,085
-747
| -0.6% | -$21.6K | 0.12% | 147 |
|
|
2024
Q1 | $3.56M | Buy |
121,832
+6,864
| +6% | +$200K | 0.13% | 141 |
|
|
2023
Q4 | $3.03M | Sell |
114,968
-2,307
| -2% | -$60.8K | 0.11% | 157 |
|
|
2023
Q3 | $3.21M | Buy |
117,275
+21,058
| +22% | +$576K | 0.15% | 133 |
|
|
2023
Q2 | $2.54M | Sell |
96,217
-237
| -0.2% | -$6.25K | 0.11% | 166 |
|
|
2023
Q1 | $2.5M | Buy |
96,454
+613
| +0.6% | +$15.9K | 0.12% | 154 |
|
|
2022
Q4 | $2.31K | Buy |
95,841
+12,029
| +14% | +$290 | ﹤0.01% | 242 |
|
|
2022
Q3 | $1.99M | Buy |
83,812
+6,640
| +9% | +$158K | 0.12% | 167 |
|
|
2022
Q2 | $1.88M | Buy |
77,172
+991
| +1% | +$24.2K | 0.11% | 174 |
|
|
2022
Q1 | $1.97M | Buy |
76,181
+3,148
| +4% | +$81.2K | 0.09% | 188 |
|
|
2021
Q4 | $1.6M | Buy |
73,033
+7,163
| +11% | +$157K | 0.08% | 193 |
|
|
2021
Q3 | $1.43M | Buy |
65,870
+1,720
| +3% | +$37.2K | 0.08% | 206 |
|
|
2021
Q2 | $1.55M | Buy |
64,150
+469
| +0.7% | +$11.3K | 0.08% | 194 |
|
|
2021
Q1 | $1.4M | Sell |
63,681
-3,425
| -5% | -$75.4K | 0.08% | 194 |
|
|
2020
Q4 | $1.32M | Sell |
67,106
-2,592
| -4% | -$50.8K | 0.09% | 174 |
|
|
2020
Q3 | $1.1M | Sell |
69,698
-4,160
| -6% | -$65.7K | 0.08% | 168 |
|
|
2020
Q2 | $1.34M | Buy |
73,858
+703
| +1% | +$12.8K | 0.14% | 124 |
|
|
2020
Q1 | $1.05M | Buy |
73,155
+15,193
| +26% | +$217K | 0.15% | 118 |
|
|
2019
Q4 | $1.63M | Sell |
57,962
-5,023
| -8% | -$141K | 0.07% | 269 |
|
|
2019
Q3 | $1.8M | Buy |
62,985
+7,129
| +13% | +$204K | 0.22% | 101 |
|
|
2019
Q2 | $1.61M | Sell |
55,856
-7,951
| -12% | -$230K | 0.23% | 91 |
|
|
2019
Q1 | $1.86M | Buy |
63,807
+15,490
| +32% | +$451K | 0.26% | 88 |
|
|
2018
Q4 | $1.19M | Buy |
48,317
+997
| +2% | +$24.5K | 0.21% | 104 |
|
|
2018
Q3 | $1.26M | Sell |
47,320
-204
| -0.4% | -$5.44K | 0.23% | 95 |
|
|
2018
Q2 | $1.21M | Buy |
47,524
+2,771
| +6% | +$70.7K | 0.25% | 92 |
|
|
2018
Q1 | $1.1M | Buy |
44,753
+3,016
| +7% | +$73.9K | 0.24% | 97 |
|
|
2017
Q4 | $1.16M | Buy |
41,737
+13,647
| +49% | +$379K | 0.26% | 93 |
|
|
2017
Q3 | $742K | Buy |
28,090
+4,499
| +19% | +$119K | 0.2% | 120 |
|
|
2017
Q2 | $641K | Sell |
23,591
-1,473
| -6% | -$40K | 0.2% | 116 |
|
|
2017
Q1 | $689K | Buy |
25,064
+7,874
| +46% | +$216K | 0.11% | 203 |
|
|
2016
Q4 | $479K | Buy |
+17,190
| New | +$479K | 0.21% | 112 |
|