Sargent Investment Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
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|
2025
Q1 | $763K | Hold |
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|
2024
Q4 | $728K | Buy |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $791K | Hold |
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|
2023
Q3 | $821K | Buy |
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|
2023
Q2 | $652K | Hold |
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|
2023
Q1 | $646K | Hold |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $616K | Hold |
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|
2022
Q2 | $603K | Hold |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $601K | Hold |
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|
2021
Q1 | $549K | Buy |
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|
2020
Q4 | $449K | Buy |
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|
2020
Q3 | $308K | Sell |
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|
2020
Q2 | $380K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $428K | Buy |
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|
2019
Q3 | $366K | Buy |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $338K | Hold |
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|
2018
Q4 | $286K | Buy |
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