SFMG Wealth Advisors’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 | $493K | Sell |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $458K | Hold |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q3 | $175K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $858K | Buy |
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|
2019
Q3 | $850K | Hold |
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|
2019
Q2 | $898K | Sell |
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|
2019
Q1 | $871K | Sell |
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|
2018
Q4 | $785K | Sell |
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|
2018
Q3 | $962K | Buy |
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|
2018
Q2 | $868K | Buy |
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|
2018
Q1 | $649K | Buy |
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|
2017
Q4 | $679K | Buy |
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|
2017
Q3 | $666K | Sell |
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|
2017
Q2 | $725K | Sell |
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|
2017
Q1 | $743K | Sell |
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|
2016
Q4 | $735K | Sell |
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|
2016
Q3 | $755K | Buy |
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|
2016
Q2 | $798K | Buy |
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|
2016
Q1 | $645K | Sell |
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|
2015
Q4 | $853K | Buy |
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|
2015
Q3 | $828K | Sell |
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|
2015
Q2 | $1.95M | Sell |
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|
2015
Q1 | $4.65M | Buy |
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|
2014
Q4 | $1.88M | Buy |
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|
2014
Q3 | $1.34M | Hold |
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|
2014
Q2 | $1.31M | Sell |
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|
2014
Q1 | $1.18M | Hold |
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|
2013
Q4 | $1.13M | Sell |
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|
2013
Q3 | $1.11M | Hold |
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|
2013
Q2 | $1.13M | Buy |
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