Principal Securities’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 | $832K | Buy |
26,823
+17,351
| +183% | +$538K | 0.02% | 669 |
|
|
2025
Q1 | $297K | Hold |
9,472
| – | – | 0.01% | 978 |
|
|
2024
Q4 | $297K | Sell |
9,472
-19,896
| -68% | -$624K | 0.01% | 971 |
|
|
2024
Q3 | $855K | Buy |
29,368
+1,923
| +7% | +$56K | 0.02% | 582 |
|
|
2024
Q2 | $795K | Buy |
27,445
+163
| +0.6% | +$4.72K | 0.02% | 544 |
|
|
2024
Q1 | $796K | Sell |
27,282
-2,885
| -10% | -$84.2K | 0.02% | 514 |
|
|
2023
Q4 | $795K | Buy |
+30,167
| New | +$795K | 0.03% | 477 |
|