Plan Group Financial’s Enterprise Products Partners EPD Stock Holding History

Plan Group Financial’s Portfolio EPD Stock Details EPD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.43M	Buy
2025 Q2	$1.39M	Sell
2025 Q1	$1.74M	Buy
2024 Q4	$1.14M	Buy
2024 Q3	$922K	Buy
2024 Q2	$819K	Buy
2024 Q1	$474K	Buy
2023 Q4	$289K	Buy
2023 Q3	$270K	Buy
2022 Q2	$200K	Buy