Key Financial Inc’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 | $55.3K | Hold |
1,784
| – | – | 0.01% | 469 |
|
|
2025
Q1 | $60.9K | Hold |
1,784
| – | – | 0.01% | 444 |
|
|
2024
Q4 | $55.9K | Sell |
1,784
-520
| -23% | -$16.3K | 0.01% | 463 |
|
|
2024
Q3 | $67.1K | Hold |
2,304
| – | – | 0.01% | 427 |
|
|
2024
Q2 | $66.8K | Hold |
2,304
| – | – | 0.02% | 411 |
|
|
2024
Q1 | $67.2K | Hold |
2,304
| – | – | 0.02% | 387 |
|
|
2023
Q4 | $60.7K | Hold |
2,304
| – | – | 0.02% | 390 |
|
|
2023
Q3 | $63.1K | Hold |
2,304
| – | – | 0.02% | 365 |
|
|
2023
Q2 | $60.7K | Hold |
2,304
| – | – | 0.02% | 376 |
|
|
2023
Q1 | $59.7K | Hold |
2,304
| – | – | 0.02% | 367 |
|
|
2022
Q4 | $54.8K | Hold |
2,304
| – | – | 0.03% | 345 |
|
|
2022
Q3 | $55K | Sell |
2,304
-1,000
| -30% | -$23.9K | 0.03% | 350 |
|
|
2022
Q2 | $81K | Hold |
3,304
| – | – | 0.04% | 280 |
|
|
2022
Q1 | $85K | Buy |
3,304
+1,000
| +43% | +$25.7K | 0.04% | 282 |
|
|
2021
Q4 | $51K | Hold |
2,304
| – | – | 0.03% | 350 |
|
|
2021
Q3 | $50K | Hold |
2,304
| – | – | 0.03% | 344 |
|
|
2021
Q2 | $52K | Sell |
2,304
-400
| -15% | -$9.03K | 0.03% | 349 |
|
|
2021
Q1 | $60K | Buy |
2,704
+400
| +17% | +$8.88K | 0.04% | 251 |
|
|
2020
Q4 | $45K | Buy |
+2,304
| New | +$45K | 0.03% | 258 |
|
|
2020
Q2 | – | Sell |
-2,904
| Closed | -$40K | – | 248 |
|
|
2020
Q1 | $40K | Buy |
+2,904
| New | +$40K | 0.04% | 239 |
|