Patriot Financial Group Insurance Agency’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $333K | Sell |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $289K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $193K | Buy |
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|
2020
Q4 | $171K | Sell |
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|
2020
Q3 | $150K | Sell |
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|
2020
Q2 | $179K | Sell |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $282K | Buy |
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|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | $140K | Buy |
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|
2018
Q1 | $123K | Sell |
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|
2017
Q4 | $253K | Sell |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $211K | Sell |
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|
2017
Q1 | $219K | Buy |
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|
2016
Q4 | $222K | Buy |
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