Northern Financial 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 | $1M | Hold |
32,340
| – | – | 0.75% | 43 |
|
|
2025
Q1 | $1.1M | Hold |
32,340
| – | – | 0.91% | 38 |
|
|
2024
Q4 | $1.01M | Sell |
32,340
-1,584
| -5% | -$49.7K | 0.81% | 42 |
|
|
2024
Q3 | $988K | Hold |
33,924
| – | – | 0.75% | 46 |
|
|
2024
Q2 | $983K | Hold |
33,924
| – | – | 0.79% | 44 |
|
|
2024
Q1 | $990K | Sell |
33,924
-300
| -0.9% | -$8.75K | 0.77% | 43 |
|
|
2023
Q4 | $902K | Sell |
34,224
-1,044
| -3% | -$27.5K | 0.76% | 48 |
|
|
2023
Q3 | $965K | Sell |
35,268
-1,452
| -4% | -$39.7K | 0.88% | 39 |
|
|
2023
Q2 | $968K | Sell |
36,720
-1,039
| -3% | -$27.4K | 0.85% | 35 |
|
|
2023
Q1 | $978K | Sell |
37,759
-3,196
| -8% | -$82.8K | 0.92% | 31 |
|
|
2022
Q4 | $988K | Buy |
+40,955
| New | +$988K | 1.12% | 31 |
|