Lido Advisors’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 | $6.2M | Sell |
199,773
-2,240
| -1% | -$69.5K | 0.02% | 305 |
|
|
2025
Q1 | $6.9M | Buy |
202,013
+5,619
| +3% | +$192K | 0.03% | 280 |
|
|
2024
Q4 | $6.16M | Buy |
196,394
+81,252
| +71% | +$2.55M | 0.03% | 274 |
|
|
2024
Q3 | $3.35M | Buy |
115,142
+4,623
| +4% | +$135K | 0.02% | 341 |
|
|
2024
Q2 | $3.2M | Buy |
110,519
+20,551
| +23% | +$596K | 0.02% | 337 |
|
|
2024
Q1 | $2.63M | Sell |
89,968
-19,654
| -18% | -$574K | 0.02% | 358 |
|
|
2023
Q4 | $2.89M | Buy |
109,622
+45,623
| +71% | +$1.2M | 0.02% | 322 |
|
|
2023
Q3 | $1.75M | Buy |
63,999
+170
| +0.3% | +$4.65K | 0.01% | 379 |
|
|
2023
Q2 | $1.68M | Buy |
63,829
+8,624
| +16% | +$227K | 0.01% | 374 |
|
|
2023
Q1 | $1.43M | Buy |
55,205
+33,176
| +151% | +$859K | 0.01% | 372 |
|
|
2022
Q4 | $531K | Sell |
22,029
-3,125
| -12% | -$75.4K | 0.01% | 510 |
|
|
2022
Q3 | $598K | Sell |
25,154
-1,134
| -4% | -$27K | 0.01% | 454 |
|
|
2022
Q2 | $640K | Sell |
26,288
-606
| -2% | -$14.8K | 0.01% | 411 |
|
|
2022
Q1 | $694K | Sell |
26,894
-287,023
| -91% | -$7.41M | 0.01% | 431 |
|
|
2021
Q4 | $6.89M | Buy |
313,917
+12,896
| +4% | +$283K | 0.08% | 121 |
|
|
2021
Q3 | $6.51M | Buy |
301,021
+278,652
| +1,246% | +$6.03M | 0.09% | 111 |
|
|
2021
Q2 | $540K | Sell |
22,369
-255
| -1% | -$6.16K | 0.01% | 447 |
|
|
2021
Q1 | $498K | Buy |
22,624
+3,550
| +19% | +$78.1K | 0.01% | 438 |
|
|
2020
Q4 | $373K | Sell |
19,074
-10,485
| -35% | -$205K | 0.01% | 493 |
|
|
2020
Q3 | $467K | Sell |
29,559
-27,735
| -48% | -$438K | 0.01% | 353 |
|
|
2020
Q2 | $1.04M | Buy |
57,294
+19,684
| +52% | +$358K | 0.03% | 212 |
|
|
2020
Q1 | $538K | Sell |
37,610
-30,706
| -45% | -$439K | 0.02% | 276 |
|
|
2019
Q4 | $1.92M | Buy |
68,316
+29,858
| +78% | +$841K | 0.08% | 132 |
|
|
2019
Q3 | $1.1M | Buy |
38,458
+131
| +0.3% | +$3.74K | 0.06% | 173 |
|
|
2019
Q2 | $1.11M | Sell |
38,327
-1,518
| -4% | -$43.8K | 0.06% | 152 |
|
|
2019
Q1 | $1.16M | Buy |
39,845
+7,081
| +22% | +$206K | 0.08% | 145 |
|
|
2018
Q4 | $805K | Sell |
32,764
-1,066
| -3% | -$26.2K | 0.08% | 138 |
|
|
2018
Q3 | $971K | Sell |
33,830
-3,211
| -9% | -$92.2K | 0.09% | 120 |
|
|
2018
Q2 | $1.02M | Buy |
37,041
+26,693
| +258% | +$738K | 0.12% | 99 |
|
|
2018
Q1 | $253K | Sell |
10,348
-1,566
| -13% | -$38.3K | 0.03% | 295 |
|
|
2017
Q4 | $315K | Sell |
11,914
-1,890
| -14% | -$50K | 0.04% | 206 |
|
|
2017
Q3 | $338K | Buy |
13,804
+4,164
| +43% | +$102K | 0.05% | 187 |
|
|
2017
Q2 | $261K | Buy |
9,640
+939
| +11% | +$25.4K | 0.05% | 203 |
|
|
2017
Q1 | $235K | Sell |
8,701
-15,937
| -65% | -$430K | 0.07% | 195 |
|
|
2016
Q4 | $666K | Buy |
+24,638
| New | +$666K | 0.16% | 67 |
|
|
2016
Q2 | – | Sell |
-11,192
| Closed | -$276K | – | 165 |
|
|
2016
Q1 | $276K | Buy |
+11,192
| New | +$276K | 0.09% | 103 |
|