Larson Financial Group’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 | $542K | Sell |
17,467
-600
| -3% | -$18.6K | 0.02% | 411 |
|
2025
Q1 | $617K | Sell |
18,067
-11,306
| -38% | -$386K | 0.03% | 342 |
|
2024
Q4 | $921K | Sell |
29,373
-2,456
| -8% | -$77K | 0.05% | 258 |
|
2024
Q3 | $927K | Buy |
31,829
+25,393
| +395% | +$739K | 0.05% | 237 |
|
2024
Q2 | $187K | Sell |
6,436
-4,609
| -42% | -$134K | 0.01% | 482 |
|
2024
Q1 | $322K | Buy |
11,045
+746
| +7% | +$21.8K | 0.02% | 301 |
|
2023
Q4 | $271K | Buy |
10,299
+467
| +5% | +$12.3K | 0.02% | 290 |
|
2023
Q3 | $269K | Sell |
9,832
-1,154
| -11% | -$31.6K | 0.03% | 270 |
|
2023
Q2 | $289K | Sell |
10,986
-415
| -4% | -$10.9K | 0.03% | 258 |
|
2023
Q1 | $295K | Buy |
11,401
+127
| +1% | +$3.29K | 0.03% | 267 |
|
2022
Q4 | $272K | Sell |
11,274
-258
| -2% | -$6.22K | 0.03% | 261 |
|
2022
Q3 | $274K | Buy |
11,532
+11,287
| +4,607% | +$268K | 0.04% | 237 |
|
2022
Q2 | $6K | Hold |
245
| – | – | ﹤0.01% | 825 |
|
2022
Q1 | $6K | Hold |
245
| – | – | ﹤0.01% | 760 |
|
2021
Q4 | $5K | Buy |
245
+100
| +69% | +$2.04K | ﹤0.01% | 806 |
|
2021
Q3 | $3K | Hold |
145
| – | – | ﹤0.01% | 741 |
|
2021
Q2 | $4K | Hold |
145
| – | – | ﹤0.01% | 649 |
|
2021
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 666 |
|
2020
Q4 | $3K | Hold |
145
| – | – | ﹤0.01% | 599 |
|
2020
Q3 | $2K | Sell |
145
-150
| -51% | -$2.07K | ﹤0.01% | 591 |
|
2020
Q2 | $5K | Sell |
295
-200
| -40% | -$3.39K | ﹤0.01% | 479 |
|
2020
Q1 | $7K | Buy |
495
+309
| +166% | +$4.37K | ﹤0.01% | 330 |
|
2019
Q4 | $5K | Buy |
186
+1
| +0.5% | +$27 | ﹤0.01% | 363 |
|
2019
Q3 | $5K | Hold |
185
| – | – | ﹤0.01% | 363 |
|
2019
Q2 | $5K | Buy |
185
+3
| +2% | +$81 | ﹤0.01% | 308 |
|
2019
Q1 | $5K | Buy |
182
+3
| +2% | +$82 | ﹤0.01% | 291 |
|
2018
Q4 | $4K | Buy |
+179
| New | +$4K | ﹤0.01% | 294 |
|