SageView Advisory Group’s Enterprise Products Partners EPD Stock Holding History

SageView Advisory Group’s Portfolio EPD Stock Details EPD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$123K	Buy
2024 Q3	–	Sell
2024 Q2	$323K	Sell
2024 Q1	$383K	Sell
2023 Q4	$505K	Sell
2023 Q3	$961K	Buy
2023 Q2	$875K	Sell
2023 Q1	$885K	Sell
2022 Q4	$1.24M	Buy