LSA
Lion Street Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
12,988
-203
| -2% | -$6.3K | 0.12% | 177 |
|
|
2025
Q1 | $450K | Buy |
13,191
+44
| +0.3% | +$1.5K | 0.14% | 158 |
|
|
2024
Q4 | $412K | Buy |
13,147
+1,946
| +17% | +$61K | 0.13% | 156 |
|
|
2024
Q3 | $326K | Buy |
11,201
+596
| +6% | +$17.4K | 0.11% | 191 |
|
|
2024
Q2 | $307K | Hold |
10,605
| – | – | 0.11% | 191 |
|
|
2024
Q1 | $279K | Hold |
10,605
| – | – | 0.11% | 189 |
|
|
2023
Q4 | $279K | Sell |
10,605
-12,201
| -53% | -$322K | 0.11% | 189 |
|
|
2023
Q3 | $624K | Buy |
22,806
+746
| +3% | +$20.4K | 0.2% | 99 |
|
|
2023
Q2 | $500K | Buy |
22,060
+231
| +1% | +$5.24K | 0.17% | 123 |
|
|
2023
Q1 | $565K | Buy |
21,829
+3,738
| +21% | +$96.8K | 0.18% | 108 |
|
|
2022
Q4 | $410K | Sell |
18,091
-4,037
| -18% | -$91.6K | 0.21% | 77 |
|
|
2022
Q3 | $529K | Buy |
22,128
+4,037
| +22% | +$96.5K | 0.26% | 53 |
|
|
2022
Q2 | $413K | Sell |
18,091
-23
| -0.1% | -$525 | 0.22% | 76 |
|
|
2022
Q1 | $467K | Buy |
18,114
+11
| +0.1% | +$284 | 0.24% | 70 |
|
|
2021
Q4 | $396K | Buy |
18,103
+262
| +1% | +$5.73K | 0.19% | 82 |
|
|
2021
Q3 | $384K | Buy |
+17,841
| New | +$384K | 0.21% | 81 |
|