Level Four Advisory Services’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 | $3.94M | Buy |
127,142
+12,977
| +11% | +$402K | 0.15% | 187 |
|
|
2025
Q1 | $3.9M | Buy |
114,165
+1,165
| +1% | +$39.8K | 0.16% | 175 |
|
|
2024
Q4 | $3.54M | Buy |
113,000
+47,035
| +71% | +$1.48M | 0.14% | 174 |
|
|
2024
Q3 | $1.89M | Sell |
65,965
-4,125
| -6% | -$118K | 0.08% | 245 |
|
|
2024
Q2 | $2.03M | Sell |
70,090
-2,114
| -3% | -$61.3K | 0.09% | 235 |
|
|
2024
Q1 | $1.9M | Buy |
72,204
+20,999
| +41% | +$553K | 0.1% | 211 |
|
|
2023
Q4 | $1.35M | Buy |
51,205
+3,160
| +7% | +$83.3K | 0.08% | 254 |
|
|
2023
Q3 | $1.31M | Sell |
48,045
-603
| -1% | -$16.5K | 0.08% | 243 |
|
|
2023
Q2 | $1.28M | Sell |
48,648
-3,436
| -7% | -$90.5K | 0.08% | 247 |
|
|
2023
Q1 | $1.35M | Buy |
52,084
+1,475
| +3% | +$38.2K | 0.09% | 228 |
|
|
2022
Q4 | $1.22M | Buy |
50,609
+5,183
| +11% | +$125K | 0.09% | 220 |
|
|
2022
Q3 | $1.08M | Buy |
45,426
+1,156
| +3% | +$27.5K | 0.11% | 197 |
|
|
2022
Q2 | $1.08M | Buy |
44,270
+917
| +2% | +$22.4K | 0.1% | 206 |
|
|
2022
Q1 | $1.12M | Sell |
43,353
-195
| -0.4% | -$5.03K | 0.09% | 223 |
|
|
2021
Q4 | $956K | Buy |
43,548
+8,834
| +25% | +$194K | 0.07% | 265 |
|
|
2021
Q3 | $751K | Buy |
34,714
+5,116
| +17% | +$111K | 0.08% | 221 |
|
|
2021
Q2 | $714K | Sell |
29,598
-21,313
| -42% | -$514K | 0.05% | 327 |
|
|
2021
Q1 | $1.12M | Sell |
50,911
-1,640
| -3% | -$36.1K | 0.09% | 249 |
|
|
2020
Q4 | $1.03M | Sell |
52,551
-994,119
| -95% | -$19.5M | 0.08% | 243 |
|
|
2020
Q3 | $16.5M | Buy |
1,046,670
+4,078
| +0.4% | +$64.4K | 1.27% | 12 |
|
|
2020
Q2 | $18.9M | Buy |
1,042,592
+995,716
| +2,124% | +$18.1M | 1.47% | 10 |
|
|
2020
Q1 | $669K | Sell |
46,876
-1,016,414
| -96% | -$14.5M | 0.08% | 265 |
|
|
2019
Q4 | $29.9M | Sell |
1,063,290
-2,961
| -0.3% | -$83.4K | 1.19% | 11 |
|
|
2019
Q3 | $30.5M | Buy |
1,066,251
+409
| +0% | +$11.7K | 3.15% | 4 |
|
|
2019
Q2 | $30.8M | Sell |
1,065,842
-1,610
| -0.2% | -$46.5K | 3.11% | 4 |
|
|
2019
Q1 | $31.1M | Buy |
1,067,452
+59,694
| +6% | +$1.74M | 3.42% | 2 |
|
|
2018
Q4 | $24.8M | Buy |
1,007,758
+117,902
| +13% | +$2.9M | 3.09% | 2 |
|
|
2018
Q3 | $25.6M | Sell |
889,856
-70,947
| -7% | -$2.04M | 2.76% | 2 |
|
|
2018
Q2 | $26.6M | Buy |
960,803
+20,351
| +2% | +$563K | 1.94% | 6 |
|
|
2018
Q1 | $23M | Buy |
940,452
+207,984
| +28% | +$5.09M | 1.79% | 9 |
|
|
2017
Q4 | $19.4M | Buy |
732,468
+604,539
| +473% | +$16M | 1.51% | 12 |
|
|
2017
Q3 | $3.34M | Buy |
127,929
+72,775
| +132% | +$1.9M | 0.3% | 73 |
|
|
2017
Q2 | $1.52M | Sell |
55,154
-70,267
| -56% | -$1.93M | 0.23% | 105 |
|
|
2017
Q1 | $3.46M | Buy |
125,421
+6,277
| +5% | +$173K | 0.35% | 62 |
|
|
2016
Q4 | $3.22M | Buy |
+119,144
| New | +$3.22M | 0.41% | 47 |
|