OneAscent Financial Services’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
$402K Sell
12,942
-8,250
-39% -$256K 0.03% 355
2025
Q1
$724K Buy
21,192
+10,603
+100% +$362K 0.05% 258
2024
Q4
$332K Buy
+10,589
New +$332K 0.03% 336