JNBA Financial 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 | $41K | Hold |
1,323
| – | – | ﹤0.01% | 310 |
|
|
2025
Q1 | $45.2K | Hold |
1,323
| – | – | ﹤0.01% | 299 |
|
|
2024
Q4 | $41.5K | Hold |
1,323
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $38.5K | Hold |
1,323
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $38.3K | Hold |
1,323
| – | – | ﹤0.01% | 316 |
|
|
2024
Q1 | $38.6K | Sell |
1,323
-1,513
| -53% | -$44.2K | ﹤0.01% | 319 |
|
|
2023
Q4 | $74.7K | Buy |
2,836
+1,500
| +112% | +$39.5K | 0.01% | 253 |
|
|
2023
Q3 | $36.6K | Buy |
1,336
+13
| +1% | +$356 | ﹤0.01% | 315 |
|
|
2023
Q2 | $34.9K | Hold |
1,323
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $34.3K | Hold |
1,323
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $31.9K | Hold |
1,323
| – | – | ﹤0.01% | 322 |
|
|
2022
Q3 | $31K | Hold |
1,323
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $32K | Hold |
1,323
| – | – | ﹤0.01% | 330 |
|
|
2022
Q1 | $34K | Hold |
1,323
| – | – | ﹤0.01% | 334 |
|
|
2021
Q4 | $29K | Hold |
1,323
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $29K | Hold |
1,323
| – | – | ﹤0.01% | 361 |
|
|
2021
Q2 | $32K | Sell |
1,323
-979
| -43% | -$23.7K | ﹤0.01% | 342 |
|
|
2021
Q1 | $51K | Buy |
2,302
+123
| +6% | +$2.73K | 0.01% | 277 |
|
|
2020
Q4 | $43K | Hold |
2,179
| – | – | 0.01% | 276 |
|
|
2020
Q3 | $34K | Hold |
2,179
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $40K | Buy |
2,179
+708
| +48% | +$13K | 0.01% | 256 |
|
|
2020
Q1 | $21K | Hold |
1,471
| – | – | 0.01% | 300 |
|
|
2019
Q4 | $41K | Hold |
1,471
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $42K | Buy |
1,471
+1,200
| +443% | +$34.3K | 0.01% | 251 |
|
|
2019
Q2 | $8K | Hold |
271
| – | – | ﹤0.01% | 452 |
|
|
2019
Q1 | $8K | Hold |
271
| – | – | ﹤0.01% | 417 |
|
|
2018
Q4 | $7K | Sell |
271
-147
| -35% | -$3.8K | ﹤0.01% | 404 |
|
|
2018
Q3 | $12K | Buy |
418
+147
| +54% | +$4.22K | 0.01% | 360 |
|
|
2018
Q2 | $7K | Hold |
271
| – | – | ﹤0.01% | 428 |
|
|
2018
Q1 | $7K | Buy |
+271
| New | +$7K | ﹤0.01% | 405 |
|
|
2016
Q4 | – | Sell |
-31,226
| Closed | -$863K | – | 741 |
|
|
2016
Q3 | $863K | Buy |
+31,226
| New | +$863K | 0.13% | 57 |
|
|
2014
Q1 | – | Sell |
-600
| Closed | -$20K | – | 480 |
|
|
2013
Q4 | $20K | Hold |
600
| – | – | 0.01% | 243 |
|
|
2013
Q3 | $18K | Hold |
600
| – | – | 0.01% | 244 |
|
|
2013
Q2 | $19K | Buy |
+600
| New | +$19K | 0.01% | 213 |
|