Kestra Private Wealth Services’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 | $3.82M | Buy |
|
|||||
|
2025
Q2 | $3.47M | Buy |
|
|||||
|
2025
Q1 | $3.2M | Buy |
|
|||||
|
2024
Q4 | $2.53M | Sell |
|
|||||
|
2024
Q3 | $3.31M | Sell |
|
|||||
|
2024
Q2 | $3.32M | Sell |
|
|||||
|
2024
Q1 | $3.4M | Sell |
|
|||||
|
2023
Q4 | $3.09M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $1.04M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $931K | Hold |
|
|||||
|
2022
Q2 | $954K | Hold |
|
|||||
|
2022
Q1 | $1.01M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $1.32M | Buy |
|