Jones Financial Companies’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 | $3.9M | Buy |
125,653
+37,195
| +42% | +$1.16M | ﹤0.01% | 555 |
|
|
2025
Q1 | $3.01M | Buy |
88,458
+16,390
| +23% | +$559K | ﹤0.01% | 542 |
|
|
2024
Q4 | $2.26M | Buy |
72,068
+24,426
| +51% | +$766K | ﹤0.01% | 530 |
|
|
2024
Q3 | $1.39M | Buy |
47,642
+38,035
| +396% | +$1.11M | ﹤0.01% | 524 |
|
|
2024
Q2 | $278K | Buy |
9,607
+5,343
| +125% | +$155K | ﹤0.01% | 730 |
|
|
2024
Q1 | $124K | Buy |
4,264
+2,280
| +115% | +$66.5K | ﹤0.01% | 551 |
|
|
2023
Q4 | $52.3K | Buy |
+1,984
| New | +$52.3K | ﹤0.01% | 468 |
|
|
2013
Q4 | – | Sell |
-1,500
| Closed | -$46K | – | 329 |
|
|
2013
Q3 | $46K | Sell |
1,500
-2,000
| -57% | -$61.3K | ﹤0.01% | 307 |
|
|
2013
Q2 | $109K | Buy |
+3,500
| New | +$109K | ﹤0.01% | 251 |
|