Lee Financial’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 | $1.6M | Buy |
51,551
+500
| +1% | +$15.5K | 0.23% | 48 |
|
|
2025
Q1 | $1.74M | Sell |
51,051
-13,518
| -21% | -$462K | 0.27% | 39 |
|
|
2024
Q4 | $2.02M | Buy |
64,569
+876
| +1% | +$27.5K | 0.28% | 33 |
|
|
2024
Q3 | $1.85M | Buy |
63,693
+13,753
| +28% | +$400K | 0.26% | 38 |
|
|
2024
Q2 | $1.45M | Buy |
49,940
+600
| +1% | +$17.4K | 0.24% | 43 |
|
|
2024
Q1 | $1.44M | Buy |
49,340
+887
| +2% | +$25.9K | 0.24% | 49 |
|
|
2023
Q4 | $1.28M | Hold |
48,453
| – | – | 0.22% | 52 |
|
|
2023
Q3 | $1.33M | Buy |
48,453
+724
| +2% | +$19.8K | 0.25% | 41 |
|
|
2023
Q2 | $1.26M | Buy |
47,729
+3,286
| +7% | +$86.6K | 0.22% | 51 |
|
|
2023
Q1 | $1.15M | Buy |
44,443
+389
| +0.9% | +$10.1K | 0.2% | 55 |
|
|
2022
Q4 | $1.06M | Hold |
44,054
| – | – | 0.18% | 63 |
|
|
2022
Q3 | $1.05M | Sell |
44,054
-875
| -2% | -$20.8K | 0.2% | 64 |
|
|
2022
Q2 | $1.1M | Sell |
44,929
-1,275
| -3% | -$31.1K | 0.2% | 65 |
|
|
2022
Q1 | $1.19M | Buy |
46,204
+3,823
| +9% | +$98.7K | 0.21% | 60 |
|
|
2021
Q4 | $930K | Sell |
42,381
-507
| -1% | -$11.1K | 0.17% | 64 |
|
|
2021
Q3 | $929K | Sell |
42,888
-1,092
| -2% | -$23.7K | 0.19% | 62 |
|
|
2021
Q2 | $1.06M | Hold |
43,980
| – | – | 0.23% | 60 |
|
|
2021
Q1 | $969K | Buy |
43,980
+10,416
| +31% | +$229K | 0.23% | 61 |
|
|
2020
Q4 | $657K | Sell |
33,564
-501
| -1% | -$9.81K | 0.17% | 71 |
|
|
2020
Q3 | $538K | Sell |
34,065
-1,000
| -3% | -$15.8K | 0.15% | 77 |
|
|
2020
Q2 | $637K | Buy |
35,065
+1,214
| +4% | +$22.1K | 0.18% | 76 |
|
|
2020
Q1 | $484K | Sell |
33,851
-5,500
| -14% | -$78.6K | 0.16% | 71 |
|
|
2019
Q4 | $1.11M | Hold |
39,351
| – | – | 0.24% | 56 |
|
|
2019
Q3 | $1.12M | Hold |
39,351
| – | – | 0.25% | 58 |
|
|
2019
Q2 | $1.14M | Buy |
39,351
+6,217
| +19% | +$179K | 0.26% | 54 |
|
|
2019
Q1 | $964K | Hold |
33,134
| – | – | 0.23% | 62 |
|
|
2018
Q4 | $815K | Sell |
33,134
-1,960
| -6% | -$48.2K | 0.22% | 60 |
|
|
2018
Q3 | $1.01M | Sell |
35,094
-45,467
| -56% | -$1.31M | 0.25% | 65 |
|
|
2018
Q2 | $2.23M | Sell |
80,561
-42,780
| -35% | -$1.18M | 0.53% | 27 |
|
|
2018
Q1 | $3.02M | Buy |
123,341
+46,517
| +61% | +$1.14M | 0.77% | 22 |
|
|
2017
Q4 | $2.04M | Sell |
76,824
-9,540
| -11% | -$253K | 0.59% | 28 |
|
|
2017
Q3 | $2.25M | Buy |
86,364
+740
| +0.9% | +$19.3K | 0.73% | 26 |
|
|
2017
Q2 | $2.32M | Buy |
85,624
+39,080
| +84% | +$1.06M | 0.85% | 24 |
|
|
2017
Q1 | $1.29M | Sell |
46,544
-209
| -0.4% | -$5.77K | 0.51% | 42 |
|
|
2016
Q4 | $1.26M | Buy |
+46,753
| New | +$1.26M | 0.71% | 33 |
|