RFA
Rollins Financial Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
143,469
-2,912
| -2% | -$90.3K | 0.71% | 27 |
|
|
2025
Q1 | $5M | Buy |
146,381
+9,471
| +7% | +$323K | 0.87% | 24 |
|
|
2024
Q4 | $4.29M | Buy |
136,910
+29,737
| +28% | +$933K | 0.67% | 27 |
|
|
2024
Q3 | $3.12M | Buy |
107,173
+22,581
| +27% | +$657K | 0.52% | 31 |
|
|
2024
Q2 | $2.45M | Buy |
84,592
+35,080
| +71% | +$1.02M | 0.42% | 31 |
|
|
2024
Q1 | $1.44M | Buy |
49,512
+9,489
| +24% | +$277K | 0.27% | 41 |
|
|
2023
Q4 | $1.05M | Buy |
+40,023
| New | +$1.05M | 0.22% | 44 |
|