OneDigital Investment 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 | $1.35M | Buy |
43,654
+1,740
| +4% | +$54K | 0.02% | 543 |
|
|
2025
Q1 | $1.43M | Sell |
41,914
-11,657
| -22% | -$398K | 0.02% | 498 |
|
|
2024
Q4 | $1.68M | Sell |
53,571
-1,222
| -2% | -$38.3K | 0.02% | 463 |
|
|
2024
Q3 | $1.6M | Sell |
54,793
-756
| -1% | -$22K | 0.02% | 507 |
|
|
2024
Q2 | $1.61M | Buy |
55,549
+5,707
| +11% | +$165K | 0.02% | 477 |
|
|
2024
Q1 | $1.45M | Buy |
49,842
+946
| +2% | +$27.6K | 0.02% | 406 |
|
|
2023
Q4 | $1.29M | Buy |
48,896
+1,313
| +3% | +$34.6K | 0.02% | 401 |
|
|
2023
Q3 | $1.3M | Buy |
47,583
+10,201
| +27% | +$279K | 0.03% | 369 |
|
|
2023
Q2 | $985K | Buy |
37,382
+398
| +1% | +$10.5K | 0.02% | 412 |
|
|
2023
Q1 | $958K | Buy |
36,984
+1,271
| +4% | +$32.9K | 0.02% | 396 |
|
|
2022
Q4 | $861K | Sell |
35,713
-761
| -2% | -$18.4K | 0.03% | 385 |
|
|
2022
Q3 | $867K | Buy |
36,474
+516
| +1% | +$12.3K | 0.03% | 327 |
|
|
2022
Q2 | $876K | Buy |
35,958
+713
| +2% | +$17.4K | 0.04% | 283 |
|
|
2022
Q1 | $910K | Buy |
35,245
+9,765
| +38% | +$252K | 0.03% | 300 |
|
|
2021
Q4 | $560K | Buy |
25,480
+12,296
| +93% | +$270K | 0.02% | 406 |
|
|
2021
Q3 | $285K | Buy |
13,184
+841
| +7% | +$18.2K | 0.01% | 583 |
|
|
2021
Q2 | $298K | Buy |
12,343
+1,830
| +17% | +$44.2K | 0.01% | 552 |
|
|
2021
Q1 | $231K | Sell |
10,513
-1,676
| -14% | -$36.8K | 0.01% | 565 |
|
|
2020
Q4 | $239K | Sell |
12,189
-2,314
| -16% | -$45.4K | 0.01% | 537 |
|
|
2020
Q3 | $229K | Sell |
14,503
-2,415
| -14% | -$38.1K | 0.02% | 505 |
|
|
2020
Q2 | $307K | Buy |
16,918
+1,148
| +7% | +$20.8K | 0.02% | 428 |
|
|
2020
Q1 | $226K | Buy |
15,770
+971
| +7% | +$13.9K | 0.02% | 434 |
|
|
2019
Q4 | $417K | Buy |
14,799
+540
| +4% | +$15.2K | 0.03% | 338 |
|
|
2019
Q3 | $408K | Buy |
14,259
+232
| +2% | +$6.64K | 0.04% | 318 |
|
|
2019
Q2 | $405K | Buy |
14,027
+9,241
| +193% | +$267K | 0.03% | 283 |
|
|
2019
Q1 | $139K | Buy |
4,786
+1,322
| +38% | +$38.4K | 0.02% | 326 |
|
|
2018
Q4 | $85K | Buy |
3,464
+1,006
| +41% | +$24.7K | 0.01% | 363 |
|
|
2018
Q3 | $71K | Sell |
2,458
-981
| -29% | -$28.3K | 0.02% | 331 |
|
|
2018
Q2 | $95K | Sell |
3,439
-2,158
| -39% | -$59.6K | 0.02% | 349 |
|
|
2018
Q1 | $137K | Buy |
5,597
+1,055
| +23% | +$25.8K | 0.03% | 288 |
|
|
2017
Q4 | $120K | Sell |
4,542
-169
| -4% | -$4.47K | 0.01% | 308 |
|
|
2017
Q3 | $123K | Buy |
4,711
+869
| +23% | +$22.7K | 0.05% | 200 |
|
|
2017
Q2 | $104K | Buy |
+3,842
| New | +$104K | 0.03% | 305 |
|