POIA
Pin Oak 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 | $5.08M | Buy |
148,698
+1,473
| +1% | +$50.3K | 4.3% | 4 |
|
|
2025
Q1 | $5.07M | Sell |
147,225
-1,070
| -0.7% | -$36.8K | 3.86% | 4 |
|
|
2024
Q4 | $4.32M | Hold |
148,295
| – | – | 3.92% | 4 |
|
|
2024
Q3 | $4.32M | Buy |
148,295
+3,010
| +2% | +$87.6K | 3.92% | 4 |
|
|
2024
Q2 | $4.21M | Sell |
145,285
-1,444
| -1% | -$41.8K | 4.02% | 5 |
|
|
2024
Q1 | $4.28M | Sell |
146,729
-2,050
| -1% | -$59.8K | 4.11% | 4 |
|
|
2023
Q4 | $3.92M | Sell |
148,779
-3,009
| -2% | -$79.3K | 3.97% | 5 |
|
|
2023
Q3 | $4.15M | Buy |
151,788
+1,050
| +0.7% | +$28.7K | 4.68% | 4 |
|
|
2023
Q2 | $3.97M | Buy |
150,738
+2,100
| +1% | +$55.3K | 4.4% | 4 |
|
|
2023
Q1 | $3.85M | Hold |
148,638
| – | – | 4.76% | 4 |
|
|
2022
Q4 | $3.59M | Buy |
148,638
+1,082
| +0.7% | +$26.1K | 4.42% | 4 |
|
|
2022
Q3 | $3.51M | Sell |
147,556
-3,525
| -2% | -$83.8K | 4.41% | 4 |
|
|
2022
Q2 | $3.68M | Sell |
151,081
-2,015
| -1% | -$49.1K | 4.5% | 4 |
|
|
2022
Q1 | $3.95M | Sell |
153,096
-1,113
| -0.7% | -$28.7K | 4.22% | 4 |
|
|
2021
Q4 | $3.39M | Sell |
154,209
-2,485
| -2% | -$54.6K | 3.43% | 7 |
|
|
2021
Q3 | $3.39M | Sell |
156,694
-2,210
| -1% | -$47.8K | 3.74% | 5 |
|
|
2021
Q2 | $3.83M | Sell |
158,904
-3,950
| -2% | -$95.3K | 3.9% | 5 |
|
|
2021
Q1 | $3.59M | Sell |
162,854
-9,889
| -6% | -$218K | 3.05% | 5 |
|
|
2020
Q4 | $3.38M | Buy |
172,743
+5,325
| +3% | +$104K | 2.79% | 5 |
|
|
2020
Q3 | $2.64M | Buy |
167,418
+27,704
| +20% | +$438K | 2.55% | 6 |
|
|
2020
Q2 | $2.54M | Buy |
139,714
+4,670
| +3% | +$84.9K | 2.36% | 9 |
|
|
2020
Q1 | $1.93M | Buy |
135,044
+15,395
| +13% | +$220K | 2.02% | 7 |
|
|
2019
Q4 | $3.37M | Buy |
119,649
+3,825
| +3% | +$108K | 2.71% | 5 |
|
|
2019
Q3 | $3.31M | Sell |
115,824
-1,375
| -1% | -$39.3K | 2.71% | 3 |
|
|
2019
Q2 | $3.38M | Buy |
117,199
+8,174
| +7% | +$236K | 2.64% | 2 |
|
|
2019
Q1 | $3.17M | Sell |
109,025
-3,011
| -3% | -$87.6K | 2.54% | 3 |
|
|
2018
Q4 | $2.76M | Buy |
112,036
+10,203
| +10% | +$251K | 2.44% | 3 |
|
|
2018
Q3 | $2.93M | Sell |
101,833
-3,741
| -4% | -$107K | 2.2% | 7 |
|
|
2018
Q2 | $2.92M | Sell |
105,574
-14,309
| -12% | -$396K | 2.14% | 8 |
|
|
2018
Q1 | $2.94M | Sell |
119,883
-2,378
| -2% | -$58.2K | 2.38% | 4 |
|
|
2017
Q4 | $3.24M | Buy |
+122,261
| New | +$3.24M | 2.49% | 3 |
|