Prospera Financial Services’s Enterprise Products Partners EPD Stock Holding History

Prospera Financial Services’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.4M	Sell	935,668 -5,827	-0.6%	-$220K	0.5%	34
2026 Q1	$35.6M	Sell	941,495 -26,269	-3%	-$930K	0.57%	28
2025 Q4	$31M	Sell	967,764 -11,513	-1%	-$364K	0.51%	33
2025 Q3	$30.6M	Sell	979,277 -817	-0.1%	-$25.8K	0.52%	32
2025 Q2	$30.4M	Buy	980,094 +666,967	+213%	+$20.8M	0.57%	32
2025 Q1	$10.7M	Buy	313,127 +13,980	+5%	+$466K	0.25%	94
2024 Q4	$9.38M	Buy	299,147 +610	+0.2%	+$18.7K	0.22%	101
2024 Q3	$8.69M	Sell	298,537 -701	-0.2%	-$20.5K	0.22%	100
2024 Q2	$8.67M	Buy	299,238 +24,948	+9%	+$715K	0.24%	92
2024 Q1	$8M	Buy	274,290 +20,072	+8%	+$551K	0.24%	90
2023 Q4	$6.7M	Buy	254,218 +164,410	+183%	+$4.38M	0.22%	106
2023 Q3	$2.46M	Sell	89,808 -17,536	-16%	-$469K	0.1%	233
2023 Q2	$2.83M	Buy	107,344 +10,575	+11%	+$276K	0.11%	211
2023 Q1	$2.51M	Sell	96,769 -38,736	-29%	-$995K	0.1%	239
2022 Q4	$3.27M	Buy	135,505 +58,707	+76%	+$1.45M	0.16%	148
2022 Q3	$1.83M	Buy	76,798 +25,589	+50%	+$660K	0.1%	245
2022 Q2	$1.25M	Buy	51,209 +19,408	+61%	+$511K	0.06%	322
2022 Q1	$820K	Buy	31,801 +4,790	+18%	+$116K	0.03%	472
2021 Q4	$594K	Sell	27,011 -3,911	-13%	-$87.7K	0.03%	521
2021 Q3	$669K	Sell	30,922 -12,687	-29%	-$288K	0.03%	453
2021 Q2	$1.05M	Sell	43,609 -21,307	-33%	-$504K	0.05%	365
2021 Q1	$1.43M	Buy	64,916 +6,324	+11%	+$139K	0.08%	271
2020 Q4	$1.15M	Buy	58,592 +2,308	+4%	+$43K	0.08%	262
2020 Q3	$888K	Buy	56,284 +4,569	+9%	+$80K	0.34%	62
2020 Q2	$883K	Buy	51,715 +35,116	+212%	+$628K	0.08%	252
2020 Q1	$237K	Sell	16,599 -5,655	-25%	-$131K	0.03%	443
2019 Q4	$627K	Buy	22,254 +1,814	+9%	+$49.2K	0.05%	335
2019 Q3	$584K	Sell	20,440 -7,054	-26%	-$205K	0.06%	271
2019 Q2	$795K	Sell	27,494 -1,525	-5%	-$43.9K	0.09%	199
2019 Q1	$854K	Buy	29,019 +10,555	+57%	+$295K	0.28%	102
2018 Q4	$456K	Buy	18,464 +2,378	+15%	+$63.7K	0.09%	212
2018 Q3	$447K	Buy	16,086 +574	+4%	+$16.6K	0.08%	233
2018 Q2	$429K	Buy	15,512 +4,115	+36%	+$113K	0.06%	263
2018 Q1	$279K	Sell	11,397 -11,085	-49%	-$295K	0.04%	357
2017 Q4	$600K	Sell	22,482 -24,242	-52%	-$614K	0.09%	187
2017 Q3	$1.22M	Buy	46,724 +576	+1%	+$15.2K	0.19%	111
2017 Q2	$1.25M	Sell	46,148 -7,206	-14%	-$195K	0.2%	105
2017 Q1	$1.47M	Buy	53,354 +1,558	+3%	+$43.5K	0.27%	76
2016 Q4	$1.4M	Buy	51,796 +331	+0.6%	+$8.62K	0.28%	64
2016 Q3	$1.42M	Sell	51,465 -415	-0.8%	-$11.5K	0.29%	64
2016 Q2	$1.52M	Sell	51,880 -1,375	-3%	-$36.9K	0.31%	62
2016 Q1	$1.31M	Buy	53,255 +10,477	+24%	+$244K	0.29%	57
2015 Q4	$1.09M	Buy	42,778 +13,212	+45%	+$343K	0.24%	65
2015 Q3	$736K	Buy	29,566 +1,519	+5%	+$42.1K	0.19%	82
2015 Q2	$838K	Buy	28,047 +5,716	+26%	+$187K	0.2%	85
2015 Q1	$735K	Buy	22,331 +1,445	+7%	+$48.4K	0.16%	91
2014 Q4	$754K	Sell	20,886 -1,297	-6%	-$48K	0.19%	87
2014 Q3	$894K	Buy	22,183 +115	+0.5%	+$4.51K	0.24%	60
2014 Q2	$864K	Buy	22,068 +446	+2%	+$16.5K	0.23%	71
2014 Q1	$750K	Sell	21,622 -1,070	-5%	-$35.5K	0.24%	60
2013 Q4	$752K	Sell	22,692 -6,394	-22%	-$199K	0.25%	66
2013 Q3	$898K	Buy	29,086 +1,704	+6%	+$52.1K	0.34%	66
2013 Q2	$862K	Buy	+27,382	New	+$830K	0.4%	65