SFA
Semmax 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 | $20.2K | Buy |
631
+11
| +2% | +$352 | 0.01% | 221 |
|
|
2025
Q1 | $19.6K | Buy |
620
+9
| +1% | +$285 | 0.01% | 205 |
|
|
2024
Q4 | $20.6K | Buy |
611
+11
| +2% | +$371 | 0.01% | 189 |
|
|
2024
Q3 | $18.6K | Buy |
600
+10
| +2% | +$310 | 0.01% | 190 |
|
|
2024
Q2 | $17K | Buy |
590
+10
| +2% | +$288 | 0.01% | 207 |
|
|
2024
Q1 | $17K | Sell |
580
-15
| -3% | -$439 | 0.01% | 184 |
|
|
2023
Q4 | $16K | Buy |
595
+11
| +2% | +$296 | 0.01% | 196 |
|
|
2023
Q3 | $15.5K | Buy |
+584
| New | +$15.5K | 0.01% | 176 |
|
|
2022
Q4 | $16K | Sell |
612
-18,707
| -97% | -$489K | 0.01% | 160 |
|
|
2022
Q3 | $492K | Sell |
19,319
-714
| -4% | -$18.2K | 0.21% | 70 |
|
|
2022
Q2 | $539K | Buy |
+20,033
| New | +$539K | 0.22% | 75 |
|
|
2022
Q1 | – | Sell |
-26,418
| Closed | -$580K | – | 84 |
|
|
2021
Q4 | $580K | Sell |
26,418
-8,133
| -24% | -$179K | 0.21% | 91 |
|
|
2021
Q3 | $748K | Sell |
34,551
-1,964
| -5% | -$42.5K | 0.26% | 86 |
|
|
2021
Q2 | $881K | Sell |
36,515
-37,396
| -51% | -$902K | 0.28% | 85 |
|
|
2021
Q1 | $1.63M | Sell |
73,911
-645
| -0.9% | -$14.2K | 0.58% | 62 |
|
|
2020
Q4 | $1.46M | Buy |
74,556
+1,827
| +3% | +$35.8K | 0.6% | 57 |
|
|
2020
Q3 | $1.15M | Buy |
72,729
+4,997
| +7% | +$78.9K | 0.55% | 61 |
|
|
2020
Q2 | $1.23M | Buy |
67,732
+3,463
| +5% | +$62.9K | 0.65% | 58 |
|
|
2020
Q1 | $919K | Buy |
64,269
+11,540
| +22% | +$165K | 0.58% | 57 |
|
|
2019
Q4 | $1.49M | Buy |
+52,729
| New | +$1.49M | 0.82% | 44 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 44 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 51 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 66 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 101 |
|