OIA
Optimum Investment Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
34,846
| – | – | 0.47% | 43 |
|
|
2025
Q1 | $1.19M | Hold |
34,846
| – | – | 0.56% | 36 |
|
|
2024
Q4 | $1.09M | Sell |
34,846
-1,200
| -3% | -$37.6K | 0.48% | 42 |
|
|
2024
Q3 | $1.05M | Sell |
36,046
-3,075
| -8% | -$89.5K | 0.45% | 47 |
|
|
2024
Q2 | $1.13M | Sell |
39,121
-2,683
| -6% | -$77.8K | 0.51% | 37 |
|
|
2024
Q1 | $1.22M | Sell |
41,804
-492
| -1% | -$14.4K | 0.56% | 36 |
|
|
2023
Q4 | $1.11M | Buy |
42,296
+8
| +0% | +$211 | 0.56% | 36 |
|
|
2023
Q3 | $1.16M | Sell |
42,288
-2,212
| -5% | -$60.5K | 0.59% | 32 |
|
|
2023
Q2 | $1.17M | Sell |
44,500
-3,018
| -6% | -$79.5K | 0.57% | 35 |
|
|
2023
Q1 | $1.23M | Sell |
47,518
-793
| -2% | -$20.5K | 0.65% | 32 |
|
|
2022
Q4 | $1.17M | Buy |
48,311
+2,008
| +4% | +$48.4K | 0.63% | 34 |
|
|
2022
Q3 | $1.1M | Sell |
46,303
-1,793
| -4% | -$42.6K | 0.59% | 35 |
|
|
2022
Q2 | $1.17M | Sell |
48,096
-200
| -0.4% | -$4.87K | 0.59% | 39 |
|
|
2022
Q1 | $1.25M | Buy |
48,296
+2,500
| +5% | +$64.6K | 0.53% | 44 |
|
|
2021
Q4 | $1.01M | Buy |
45,796
+4,000
| +10% | +$87.9K | 0.39% | 53 |
|
|
2021
Q3 | $904K | Buy |
41,796
+7,100
| +20% | +$154K | 0.38% | 56 |
|
|
2021
Q2 | $837K | Buy |
34,696
+1,400
| +4% | +$33.8K | 0.26% | 83 |
|
|
2021
Q1 | $733K | Sell |
33,296
-1,935
| -5% | -$42.6K | 0.21% | 102 |
|
|
2020
Q4 | $690K | Buy |
35,231
+1,000
| +3% | +$19.6K | 0.21% | 107 |
|
|
2020
Q3 | $541K | Sell |
34,231
-1,300
| -4% | -$20.5K | 0.18% | 126 |
|
|
2020
Q2 | $646K | Sell |
35,531
-2,670
| -7% | -$48.5K | 0.23% | 101 |
|
|
2020
Q1 | $546K | Sell |
38,201
-6,633
| -15% | -$94.8K | 0.22% | 106 |
|
|
2019
Q4 | $1.26M | Buy |
44,834
+2,761
| +7% | +$77.8K | 0.37% | 65 |
|
|
2019
Q3 | $1.2M | Sell |
42,073
-338
| -0.8% | -$9.66K | 0.38% | 65 |
|
|
2019
Q2 | $1.22M | Sell |
42,411
-1,282
| -3% | -$37K | 0.4% | 62 |
|
|
2019
Q1 | $1.27M | Sell |
43,693
-19,817
| -31% | -$576K | 0.42% | 60 |
|
|
2018
Q4 | $1.56M | Sell |
63,510
-9,379
| -13% | -$231K | 0.54% | 37 |
|
|
2018
Q3 | $2.09M | Sell |
72,889
-1,061
| -1% | -$30.5K | 0.58% | 34 |
|
|
2018
Q2 | $2.05M | Sell |
73,950
-1,078
| -1% | -$29.8K | 0.59% | 32 |
|
|
2018
Q1 | $1.84M | Buy |
75,028
+2,955
| +4% | +$72.4K | 0.54% | 40 |
|
|
2017
Q4 | $1.91M | Sell |
72,073
-1,339
| -2% | -$35.5K | 0.61% | 41 |
|
|
2017
Q3 | $1.91M | Sell |
73,412
-6,131
| -8% | -$160K | 0.64% | 37 |
|
|
2017
Q2 | $2.15M | Buy |
79,543
+17,177
| +28% | +$465K | 0.75% | 31 |
|
|
2017
Q1 | $1.72M | Buy |
62,366
+2,027
| +3% | +$56K | 0.61% | 40 |
|
|
2016
Q4 | $1.63M | Sell |
60,339
-83
| -0.1% | -$2.25K | 0.61% | 41 |
|
|
2016
Q3 | $1.67M | Buy |
60,422
+916
| +2% | +$25.3K | 0.63% | 40 |
|
|
2016
Q2 | $1.74M | Buy |
59,506
+4,440
| +8% | +$130K | 0.68% | 36 |
|
|
2016
Q1 | $1.36M | Sell |
55,066
-2,733
| -5% | -$67.3K | 0.53% | 50 |
|
|
2015
Q4 | $1.48M | Buy |
57,799
+496
| +0.9% | +$12.7K | 0.57% | 45 |
|
|
2015
Q3 | $1.43M | Buy |
+57,303
| New | +$1.43M | 0.58% | 43 |
|
|
2015
Q1 | $2.08M | Sell |
63,042
-7,963
| -11% | -$262K | 0.66% | 30 |
|
|
2014
Q4 | $2.56M | Buy |
71,005
+1,640
| +2% | +$59.2K | 0.82% | 26 |
|
|
2014
Q3 | $2.79M | Buy |
69,365
+27,405
| +65% | +$1.1M | 0.93% | 21 |
|
|
2014
Q2 | $3.29M | Buy |
41,960
+3,075
| +8% | +$241K | 1.06% | 17 |
|
|
2014
Q1 | $2.7M | Buy |
38,885
+2,323
| +6% | +$161K | 1.01% | 21 |
|
|
2013
Q4 | $2.42M | Buy |
36,562
+1,345
| +4% | +$89.2K | 0.91% | 24 |
|
|
2013
Q3 | $2.15M | Buy |
+35,217
| New | +$2.15M | 0.88% | 26 |
|