Sequoia Financial Advisors’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 | $796K | Buy |
25,682
+1,034
| +4% | +$32.1K | 0.01% | 777 |
|
|
2025
Q1 | $841K | Sell |
24,648
-39,384
| -62% | -$1.34M | 0.01% | 677 |
|
|
2024
Q4 | $2.01M | Buy |
64,032
+19,342
| +43% | +$607K | 0.02% | 402 |
|
|
2024
Q3 | $1.3M | Buy |
44,690
+20,475
| +85% | +$596K | 0.01% | 471 |
|
|
2024
Q2 | $702K | Buy |
24,215
+4,084
| +20% | +$118K | 0.01% | 580 |
|
|
2024
Q1 | $587K | Sell |
20,131
-504
| -2% | -$14.7K | 0.01% | 633 |
|
|
2023
Q4 | $544K | Buy |
20,635
+9,775
| +90% | +$258K | 0.01% | 704 |
|
|
2023
Q3 | $297K | Sell |
10,860
-955
| -8% | -$26.1K | 0.01% | 689 |
|
|
2023
Q2 | $311K | Sell |
11,815
-7,491
| -39% | -$197K | 0.01% | 679 |
|
|
2023
Q1 | $500K | Sell |
19,306
-3,260
| -14% | -$84.4K | 0.01% | 458 |
|
|
2022
Q4 | $544K | Sell |
22,566
-700
| -3% | -$16.9K | 0.01% | 410 |
|
|
2022
Q3 | $553K | Buy |
23,266
+1,341
| +6% | +$31.9K | 0.02% | 282 |
|
|
2022
Q2 | $534K | Buy |
21,925
+1,023
| +5% | +$24.9K | 0.02% | 312 |
|
|
2022
Q1 | $539K | Sell |
20,902
-360
| -2% | -$9.28K | 0.01% | 342 |
|
|
2021
Q4 | $467K | Buy |
+21,262
| New | +$467K | 0.01% | 337 |
|
|
2021
Q3 | – | Sell |
-22,218
| Closed | -$536K | – | 318 |
|
|
2021
Q2 | $536K | Buy |
22,218
+275
| +1% | +$6.63K | 0.02% | 268 |
|
|
2021
Q1 | $483K | Buy |
21,943
+3,706
| +20% | +$81.6K | 0.02% | 262 |
|
|
2020
Q4 | $357K | Buy |
18,237
+808
| +5% | +$15.8K | 0.02% | 293 |
|
|
2020
Q3 | $275K | Sell |
17,429
-8,396
| -33% | -$132K | 0.01% | 308 |
|
|
2020
Q2 | $469K | Sell |
25,825
-8,707
| -25% | -$158K | 0.03% | 223 |
|
|
2020
Q1 | $494K | Buy |
34,532
+3,314
| +11% | +$47.4K | 0.04% | 203 |
|
|
2019
Q4 | $879K | Sell |
31,218
-323
| -1% | -$9.1K | 0.06% | 154 |
|
|
2019
Q3 | $901K | Sell |
31,541
-6
| -0% | -$171 | 0.07% | 136 |
|
|
2019
Q2 | $911K | Sell |
31,547
-240
| -0.8% | -$6.93K | 0.07% | 134 |
|
|
2019
Q1 | $925K | Sell |
31,787
-4,315
| -12% | -$126K | 0.08% | 125 |
|
|
2018
Q4 | $888K | Sell |
36,102
-3,769
| -9% | -$92.7K | 0.1% | 108 |
|
|
2018
Q3 | $1.15M | Buy |
39,871
+3,519
| +10% | +$101K | 0.11% | 105 |
|
|
2018
Q2 | $1.01M | Sell |
36,352
-891
| -2% | -$24.7K | 0.11% | 111 |
|
|
2018
Q1 | $912K | Sell |
37,243
-1,119
| -3% | -$27.4K | 0.1% | 116 |
|
|
2017
Q4 | $1.02M | Buy |
38,362
+928
| +2% | +$24.6K | 0.11% | 113 |
|
|
2017
Q3 | $976K | Buy |
37,434
+6,694
| +22% | +$175K | 0.12% | 111 |
|
|
2017
Q2 | $832K | Buy |
30,740
+838
| +3% | +$22.7K | 0.1% | 120 |
|
|
2017
Q1 | $826K | Sell |
29,902
-4,174
| -12% | -$115K | 0.11% | 113 |
|
|
2016
Q4 | $921K | Buy |
34,076
+1,844
| +6% | +$49.8K | 0.13% | 105 |
|
|
2016
Q3 | $891K | Sell |
32,232
-14,686
| -31% | -$406K | 0.17% | 87 |
|
|
2016
Q2 | $1.37M | Buy |
46,918
+14,727
| +46% | +$431K | 0.38% | 58 |
|
|
2016
Q1 | $793K | Sell |
32,191
-962
| -3% | -$23.7K | 0.26% | 74 |
|
|
2015
Q4 | $848K | Sell |
33,153
-698
| -2% | -$17.9K | 0.34% | 61 |
|
|
2015
Q3 | $843K | Sell |
33,851
-1,123
| -3% | -$28K | 0.37% | 54 |
|
|
2015
Q2 | $1.05M | Buy |
34,974
+33
| +0.1% | +$986 | 0.44% | 51 |
|
|
2015
Q1 | $1.15M | Buy |
34,941
+3,200
| +10% | +$105K | 0.53% | 44 |
|
|
2014
Q4 | $1.15M | Sell |
31,741
-11,372
| -26% | -$411K | 0.78% | 29 |
|
|
2014
Q3 | $1.74M | Buy |
+43,113
| New | +$1.74M | 1.2% | 19 |
|
|
2014
Q2 | – | Sell |
-55,284
| Closed | -$1.92M | – | 162 |
|
|
2014
Q1 | $1.92M | Sell |
55,284
-4,116
| -7% | -$143K | 1.6% | 11 |
|
|
2013
Q4 | $1.97M | Buy |
+59,400
| New | +$1.97M | 1.63% | 10 |
|