Loring Wolcott & Coolidge Fiduciary Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Sell |
21,240
-675
| -3% | -$30.6K | 0.01% | 161 |
|
|
2025
Q1 | $1,000K | Hold |
21,915
| – | – | 0.01% | 156 |
|
|
2024
Q4 | $980K | Sell |
21,915
-115
| -0.5% | -$5.14K | 0.01% | 166 |
|
|
2024
Q3 | $906K | Sell |
22,030
-123
| -0.6% | -$5.06K | 0.01% | 176 |
|
|
2024
Q2 | $798K | Sell |
22,153
-3,000
| -12% | -$108K | 0.01% | 170 |
|
|
2024
Q1 | $889K | Hold |
25,153
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $893K | Hold |
25,153
| – | – | 0.01% | 159 |
|
|
2023
Q3 | $843K | Sell |
25,153
-1,647
| -6% | -$55.2K | 0.01% | 161 |
|
|
2023
Q2 | $996K | Sell |
26,800
-366
| -1% | -$13.6K | 0.01% | 154 |
|
|
2023
Q1 | $1.04M | Sell |
27,166
-1,097
| -4% | -$41.9K | 0.01% | 151 |
|
|
2022
Q4 | $1.11M | Sell |
28,263
-154
| -0.5% | -$6.02K | 0.01% | 147 |
|
|
2022
Q3 | $1.05M | Sell |
28,417
-4,965
| -15% | -$184K | 0.01% | 144 |
|
|
2022
Q2 | $1.41M | Sell |
33,382
-534
| -2% | -$22.6K | 0.02% | 137 |
|
|
2022
Q1 | $1.56M | Sell |
33,916
-13,138
| -28% | -$605K | 0.02% | 136 |
|
|
2021
Q4 | $1.84M | Sell |
47,054
-3,000
| -6% | -$117K | 0.02% | 134 |
|
|
2021
Q3 | $1.99M | Sell |
50,054
-1,145
| -2% | -$45.6K | 0.02% | 124 |
|
|
2021
Q2 | $2.05M | Buy |
51,199
+270
| +0.5% | +$10.8K | 0.02% | 125 |
|
|
2021
Q1 | $1.85M | Sell |
50,929
-19,266
| -27% | -$701K | 0.02% | 122 |
|
|
2020
Q4 | $2.25M | Sell |
70,195
-3,360
| -5% | -$108K | 0.03% | 110 |
|
|
2020
Q3 | $2.15M | Hold |
73,555
| – | – | 0.03% | 110 |
|
|
2020
Q2 | $2.24M | Sell |
73,555
-1,160
| -2% | -$35.3K | 0.03% | 106 |
|
|
2020
Q1 | $2.17M | Sell |
74,715
-1,340
| -2% | -$39K | 0.04% | 99 |
|
|
2019
Q4 | $3.03M | Sell |
76,055
-993
| -1% | -$39.5K | 0.04% | 99 |
|
|
2019
Q3 | $2.7M | Sell |
77,048
-4,341
| -5% | -$152K | 0.04% | 102 |
|
|
2019
Q2 | $2.94M | Sell |
81,389
-8,695
| -10% | -$314K | 0.04% | 101 |
|
|
2019
Q1 | $3.27M | Sell |
90,084
-3,902
| -4% | -$141K | 0.05% | 104 |
|
|
2018
Q4 | $2.92M | Sell |
93,986
-3,147
| -3% | -$97.8K | 0.05% | 101 |
|
|
2018
Q3 | $3.14M | Sell |
97,133
-507
| -0.5% | -$16.4K | 0.05% | 104 |
|
|
2018
Q2 | $3.49M | Buy |
97,640
+14,689
| +18% | +$524K | 0.06% | 100 |
|
|
2018
Q1 | $2.61M | Sell |
82,951
-47,380
| -36% | -$1.49M | 0.05% | 113 |
|
|
2017
Q4 | $5.1M | Sell |
130,331
-8,797
| -6% | -$344K | 0.09% | 92 |
|
|
2017
Q3 | $5.82M | Sell |
139,128
-72
| -0.1% | -$3.01K | 0.11% | 89 |
|
|
2017
Q2 | $5.77M | Sell |
139,200
-614
| -0.4% | -$25.5K | 0.11% | 87 |
|
|
2017
Q1 | $5.85M | Sell |
139,814
-10,231
| -7% | -$428K | 0.12% | 87 |
|
|
2016
Q4 | $6.32M | Hold |
150,045
| – | – | 0.14% | 85 |
|
|
2016
Q3 | $6.64M | Sell |
150,045
-2,842
| -2% | -$126K | 0.15% | 80 |
|
|
2016
Q2 | $6.48M | Sell |
152,887
-7,415
| -5% | -$314K | 0.15% | 80 |
|
|
2016
Q1 | $6.24M | Sell |
160,302
-26,060
| -14% | -$1.01M | 0.15% | 82 |
|
|
2015
Q4 | $6.19M | Buy |
186,362
+6,110
| +3% | +$203K | 0.15% | 85 |
|
|
2015
Q3 | $8.43M | Hold |
180,252
| – | – | 0.22% | 70 |
|
|
2015
Q2 | $8.43M | Sell |
180,252
-590
| -0.3% | -$27.6K | 0.22% | 70 |
|
|
2015
Q1 | $8.77M | Sell |
180,842
-1,290
| -0.7% | -$62.6K | 0.22% | 72 |
|
|
2014
Q4 | $9.36M | Sell |
182,132
-1,355
| -0.7% | -$69.7K | 0.24% | 70 |
|
|
2014
Q3 | $8.79M | Sell |
183,487
-3,369
| -2% | -$161K | 0.24% | 69 |
|
|
2014
Q2 | $8.87M | Sell |
186,856
-3,472
| -2% | -$165K | 0.24% | 68 |
|
|
2014
Q1 | $8.66M | Buy |
190,328
+1,290
| +0.7% | +$58.7K | 0.24% | 68 |
|
|
2013
Q4 | $8.26M | Sell |
189,038
-3,870
| -2% | -$169K | 0.23% | 70 |
|
|
2013
Q3 | $8.05M | Sell |
192,908
-1,405
| -0.7% | -$58.6K | 0.25% | 74 |
|
|
2013
Q2 | $8.18M | Buy |
+194,313
| New | +$8.18M | 0.26% | 73 |
|