Plan Group Financial’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 | $1.39M | Sell |
44,839
-6,135
| -12% | -$190K | 0.46% | 73 |
|
|
2025
Q1 | $1.74M | Buy |
50,974
+14,485
| +40% | +$495K | 0.62% | 40 |
|
|
2024
Q4 | $1.14M | Buy |
36,489
+4,811
| +15% | +$151K | 0.6% | 36 |
|
|
2024
Q3 | $922K | Buy |
31,678
+3,418
| +12% | +$99.5K | 0.49% | 48 |
|
|
2024
Q2 | $819K | Buy |
28,260
+12,031
| +74% | +$349K | 0.5% | 44 |
|
|
2024
Q1 | $474K | Buy |
16,229
+5,249
| +48% | +$153K | 0.31% | 52 |
|
|
2023
Q4 | $289K | Buy |
10,980
+1,100
| +11% | +$29K | 0.25% | 54 |
|
|
2023
Q3 | $270K | Buy |
+9,880
| New | +$270K | 0.19% | 56 |
|
|
2022
Q2 | $200K | Buy |
+8,234
| New | +$200K | 0.34% | 54 |
|