Patriot Financial Group Insurance Agency’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 | $333K | Sell |
10,735
-32
| -0.3% | -$992 | 0.04% | 384 |
|
|
2025
Q1 | $368K | Buy |
10,767
+182
| +2% | +$6.21K | 0.05% | 346 |
|
|
2024
Q4 | $332K | Buy |
10,585
+30
| +0.3% | +$941 | 0.04% | 352 |
|
|
2024
Q3 | $307K | Buy |
10,555
+581
| +6% | +$16.9K | 0.04% | 382 |
|
|
2024
Q2 | $289K | Buy |
+9,974
| New | +$289K | 0.04% | 380 |
|
|
2023
Q2 | – | Sell |
-11,655
| Closed | -$302K | – | 471 |
|
|
2023
Q1 | $302K | Buy |
11,655
+894
| +8% | +$23.2K | 0.06% | 338 |
|
|
2022
Q4 | $260K | Buy |
10,761
+108
| +1% | +$2.61K | 0.03% | 341 |
|
|
2022
Q3 | $253K | Buy |
10,653
+374
| +4% | +$8.88K | 0.06% | 332 |
|
|
2022
Q2 | $250K | Buy |
10,279
+126
| +1% | +$3.07K | 0.05% | 335 |
|
|
2022
Q1 | $262K | Buy |
10,153
+461
| +5% | +$11.9K | 0.05% | 361 |
|
|
2021
Q4 | $213K | Buy |
9,692
+194
| +2% | +$4.26K | 0.04% | 428 |
|
|
2021
Q3 | $206K | Buy |
9,498
+34
| +0.4% | +$737 | 0.04% | 445 |
|
|
2021
Q2 | $228K | Buy |
9,464
+681
| +8% | +$16.4K | 0.04% | 401 |
|
|
2021
Q1 | $193K | Buy |
8,783
+34
| +0.4% | +$747 | 0.04% | 397 |
|
|
2020
Q4 | $171K | Sell |
8,749
-755
| -8% | -$14.8K | 0.04% | 376 |
|
|
2020
Q3 | $150K | Sell |
9,504
-368
| -4% | -$5.81K | 0.05% | 320 |
|
|
2020
Q2 | $179K | Sell |
9,872
-217
| -2% | -$3.94K | 0.07% | 252 |
|
|
2020
Q1 | $144K | Sell |
10,089
-513
| -5% | -$7.32K | 0.07% | 261 |
|
|
2019
Q4 | $299K | Buy |
10,602
+30
| +0.3% | +$846 | 0.11% | 168 |
|
|
2019
Q3 | $302K | Sell |
10,572
-930
| -8% | -$26.6K | 0.14% | 143 |
|
|
2019
Q2 | $334K | Buy |
11,502
+18
| +0.2% | +$523 | 0.14% | 126 |
|
|
2019
Q1 | $334K | Buy |
11,484
+19
| +0.2% | +$553 | 0.17% | 109 |
|
|
2018
Q4 | $282K | Buy |
11,465
+854
| +8% | +$21K | 0.19% | 94 |
|
|
2018
Q3 | $305K | Buy |
10,611
+5,561
| +110% | +$160K | 0.18% | 85 |
|
|
2018
Q2 | $140K | Buy |
5,050
+8
| +0.2% | +$222 | 0.15% | 95 |
|
|
2018
Q1 | $123K | Sell |
5,042
-3,992
| -44% | -$97.4K | 0.09% | 187 |
|
|
2017
Q4 | $253K | Sell |
9,034
-1,740
| -16% | -$48.7K | 0.19% | 108 |
|
|
2017
Q3 | $284K | Buy |
10,774
+3,007
| +39% | +$79.3K | 0.25% | 79 |
|
|
2017
Q2 | $211K | Sell |
7,767
-199
| -2% | -$5.41K | 0.22% | 94 |
|
|
2017
Q1 | $219K | Buy |
7,966
+11
| +0.1% | +$302 | 0.23% | 81 |
|
|
2016
Q4 | $222K | Buy |
+7,955
| New | +$222K | 0.3% | 64 |
|