Oxford Financial Group’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 | $218K | Buy |
7,017
+52
| +0.7% | +$1.61K | 0.01% | 201 |
|
|
2025
Q1 | $238K | Buy |
6,965
+50
| +0.7% | +$1.71K | 0.02% | 194 |
|
|
2024
Q4 | $217K | Sell |
6,915
-1,829
| -21% | -$57.4K | 0.01% | 235 |
|
|
2024
Q3 | $255K | Buy |
8,744
+53
| +0.6% | +$1.54K | 0.02% | 217 |
|
|
2024
Q2 | $252K | Buy |
+8,691
| New | +$252K | 0.02% | 234 |
|
|
2023
Q1 | – | Sell |
-10,092
| Closed | -$243K | – | 267 |
|
|
2022
Q4 | $243K | Hold |
10,092
| – | – | 0.03% | 175 |
|
|
2022
Q3 | $240K | Sell |
10,092
-3,451
| -25% | -$82.1K | 0.04% | 158 |
|
|
2022
Q2 | $330K | Buy |
13,543
+2,215
| +20% | +$54K | 0.05% | 140 |
|
|
2022
Q1 | $292K | Buy |
+11,328
| New | +$292K | 0.04% | 160 |
|