Regatta Capital Group’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 | – | Sell |
-6,593
| Closed | -$225K | – | 214 |
|
2025
Q1 | $225K | Hold |
6,593
| – | – | 0.04% | 176 |
|
2024
Q4 | $207K | Buy |
+6,593
| New | +$207K | 0.04% | 179 |
|
2024
Q2 | – | Sell |
-7,036
| Closed | -$205K | – | 186 |
|
2024
Q1 | $205K | Buy |
+7,036
| New | +$205K | 0.05% | 174 |
|
2023
Q2 | – | Sell |
-9,839
| Closed | -$237K | – | 172 |
|
2023
Q1 | $237K | Hold |
9,839
| – | – | 0.08% | 156 |
|
2022
Q4 | $237K | Buy |
9,839
+81
| +0.8% | +$1.95K | 0.08% | 156 |
|
2022
Q3 | $238K | Buy |
+9,758
| New | +$238K | 0.1% | 147 |
|
2022
Q2 | – | Sell |
-13,178
| Closed | -$340K | – | 160 |
|
2022
Q1 | $340K | Buy |
13,178
+1,252
| +10% | +$32.3K | 0.12% | 127 |
|
2021
Q4 | $262K | Buy |
+11,926
| New | +$262K | 0.09% | 159 |
|