Sather Financial Group’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 | $357K | Hold |
11,500
| – | – | 0.02% | 80 |
|
|
2025
Q1 | $393K | Buy |
+11,500
| New | +$393K | 0.03% | 62 |
|
|
2020
Q1 | – | Sell |
-8,332
| Closed | -$234K | – | 70 |
|
|
2019
Q4 | $234K | Buy |
8,332
+10
| +0.1% | +$281 | 0.04% | 73 |
|
|
2019
Q3 | $237K | Buy |
8,322
+10
| +0.1% | +$285 | 0.04% | 51 |
|
|
2019
Q2 | $239K | Hold |
8,312
| – | – | 0.05% | 50 |
|
|
2019
Q1 | $241K | Buy |
8,312
+10
| +0.1% | +$290 | 0.05% | 51 |
|
|
2018
Q4 | $204K | Hold |
8,302
| – | – | 0.04% | 56 |
|
|
2018
Q3 | $238K | Sell |
8,302
-7,716
| -48% | -$221K | 0.05% | 56 |
|
|
2018
Q2 | $443K | Hold |
16,018
| – | – | 0.1% | 54 |
|
|
2018
Q1 | $392K | Hold |
16,018
| – | – | 0.09% | 57 |
|
|
2017
Q4 | $425K | Sell |
16,018
-335
| -2% | -$8.89K | 0.11% | 50 |
|
|
2017
Q3 | $426K | Hold |
16,353
| – | – | 0.12% | 52 |
|
|
2017
Q2 | $443K | Buy |
+16,353
| New | +$443K | 0.13% | 46 |
|