OFA
Oak Family Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
191,150
-1,281
| -0.7% | -$39.7K | 1.87% | 17 |
|
|
2025
Q1 | $6.57M | Sell |
192,431
-156
| -0.1% | -$5.33K | 2.21% | 11 |
|
|
2024
Q4 | $6.04M | Buy |
192,587
+1,403
| +0.7% | +$44K | 2.19% | 13 |
|
|
2024
Q3 | $5.57M | Buy |
191,184
+2,147
| +1% | +$62.5K | 1.71% | 17 |
|
|
2024
Q2 | $5.48M | Buy |
189,037
+7,069
| +4% | +$205K | 1.88% | 14 |
|
|
2024
Q1 | $5.31M | Buy |
181,968
+3,433
| +2% | +$100K | 2.04% | 15 |
|
|
2023
Q4 | $4.7M | Buy |
178,535
+4,220
| +2% | +$111K | 1.98% | 17 |
|
|
2023
Q3 | $4.77M | Buy |
174,315
+1,898
| +1% | +$51.9K | 2.26% | 16 |
|
|
2023
Q2 | $4.54M | Buy |
172,417
+6,933
| +4% | +$183K | 2.15% | 19 |
|
|
2023
Q1 | $4.29M | Buy |
165,484
+1,488
| +0.9% | +$38.5K | 2.11% | 17 |
|
|
2022
Q4 | $3.96M | Buy |
163,996
+12,779
| +8% | +$308K | 2.12% | 16 |
|
|
2022
Q3 | $3.6M | Buy |
151,217
+1,778
| +1% | +$42.3K | 1.92% | 12 |
|
|
2022
Q2 | $3.64M | Buy |
149,439
+8,937
| +6% | +$218K | 1.83% | 12 |
|
|
2022
Q1 | $3.63M | Buy |
140,502
+24,008
| +21% | +$620K | 1.42% | 12 |
|
|
2021
Q4 | $2.56M | Buy |
116,494
+8,751
| +8% | +$192K | 0.96% | 24 |
|
|
2021
Q3 | $2.33M | Sell |
107,743
-2,474
| -2% | -$53.5K | 0.85% | 26 |
|
|
2021
Q2 | $2.66M | Buy |
110,217
+13,609
| +14% | +$328K | 1.11% | 22 |
|
|
2021
Q1 | $2.13M | Buy |
96,608
+14,323
| +17% | +$315K | 0.92% | 26 |
|
|
2020
Q4 | $1.61M | Buy |
+82,285
| New | +$1.61M | 0.83% | 27 |
|