Keystone Financial Group (Kentucky)’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 | $1.17M | Buy |
37,623
+1,510
| +4% | +$46.8K | 0.11% | 137 |
|
|
2025
Q1 | $1.23M | Buy |
+36,113
| New | +$1.23M | 0.13% | 120 |
|
|
2024
Q2 | – | Sell |
-23,289
| Closed | -$680K | – | 198 |
|
|
2024
Q1 | $680K | Buy |
23,289
+6,205
| +36% | +$181K | 0.1% | 143 |
|
|
2023
Q4 | $450K | Sell |
17,084
-1,329
| -7% | -$35K | 0.08% | 160 |
|
|
2023
Q3 | $504K | Buy |
18,413
+1,036
| +6% | +$28.4K | 0.08% | 156 |
|
|
2023
Q2 | $458K | Buy |
+17,377
| New | +$458K | 0.08% | 164 |
|
|
2022
Q4 | $381K | Buy |
15,796
+2,381
| +18% | +$57.4K | 0.08% | 180 |
|
|
2022
Q3 | $319K | Sell |
13,415
-670
| -5% | -$15.9K | 0.06% | 191 |
|
|
2022
Q2 | $343K | Buy |
14,085
+204
| +1% | +$4.97K | 0.07% | 188 |
|
|
2022
Q1 | $358K | Buy |
13,881
+238
| +2% | +$6.14K | 0.06% | 199 |
|
|
2021
Q4 | $300K | Sell |
13,643
-2,041
| -13% | -$44.9K | 0.05% | 239 |
|
|
2021
Q3 | $339K | Sell |
15,684
-239
| -2% | -$5.17K | 0.06% | 209 |
|
|
2021
Q2 | $384K | Buy |
15,923
+110
| +0.7% | +$2.65K | 0.07% | 183 |
|
|
2021
Q1 | $348K | Buy |
15,813
+1,813
| +13% | +$39.9K | 0.07% | 188 |
|
|
2020
Q4 | $274K | Buy |
14,000
+379
| +3% | +$7.42K | 0.06% | 209 |
|
|
2020
Q3 | $215K | Sell |
13,621
-90
| -0.7% | -$1.42K | 0.05% | 220 |
|
|
2020
Q2 | $249K | Buy |
13,711
+56
| +0.4% | +$1.02K | 0.07% | 190 |
|
|
2020
Q1 | $195K | Buy |
13,655
+200
| +1% | +$2.86K | 0.06% | 189 |
|
|
2019
Q4 | $379K | Hold |
13,455
| – | – | 0.1% | 150 |
|
|
2019
Q3 | $385K | Sell |
13,455
-700
| -5% | -$20K | 0.12% | 140 |
|
|
2019
Q2 | $409K | Hold |
14,155
| – | – | 0.13% | 133 |
|
|
2019
Q1 | $412K | Sell |
14,155
-695
| -5% | -$20.2K | 0.15% | 132 |
|
|
2018
Q4 | $365K | Buy |
14,850
+500
| +3% | +$12.3K | 0.16% | 120 |
|
|
2018
Q3 | $418K | Buy |
14,350
+1,120
| +8% | +$32.6K | 0.17% | 120 |
|
|
2018
Q2 | $362K | Buy |
13,230
+650
| +5% | +$17.8K | 0.2% | 109 |
|
|
2018
Q1 | $308K | Sell |
12,580
-500
| -4% | -$12.2K | 0.17% | 111 |
|
|
2017
Q4 | $363K | Buy |
+13,080
| New | +$363K | 0.23% | 81 |
|