Resonant Capital Advisors’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 | $325K | Buy |
10,493
+1,743
| +20% | +$54.1K | 0.02% | 314 |
|
|
2025
Q1 | $299K | Buy |
8,750
+750
| +9% | +$25.6K | 0.02% | 288 |
|
|
2024
Q4 | $251K | Hold |
8,000
| – | – | 0.02% | 304 |
|
|
2024
Q3 | $233K | Sell |
8,000
-5,000
| -38% | -$146K | 0.02% | 320 |
|
|
2024
Q2 | $377K | Hold |
13,000
| – | – | 0.03% | 231 |
|
|
2024
Q1 | $379K | Hold |
13,000
| – | – | 0.03% | 228 |
|
|
2023
Q4 | $343K | Hold |
13,000
| – | – | 0.03% | 217 |
|
|
2023
Q3 | $356K | Hold |
13,000
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $343K | Buy |
+13,000
| New | +$343K | 0.04% | 195 |
|