Root Financial Partners’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	$941K	Sell	30,339 -1,249	-4%	-$38.7K	0.09%	76
2025 Q1	$1.08M	Buy	31,588 +1,187	+4%	+$40.5K	0.11%	65
2024 Q4	$953K	Buy	30,401 +2,869	+10%	+$90K	0.12%	61
2024 Q3	$801K	Buy	+27,532	New	+$801K	0.13%	60