SWA
SFMG Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
15,911
-5,144
| -24% | -$160K | 0.04% | 158 |
|
|
2025
Q1 | $719K | Buy |
21,055
+309
| +1% | +$10.5K | 0.06% | 120 |
|
|
2024
Q4 | $651K | Buy |
20,746
+5,000
| +32% | +$157K | 0.05% | 126 |
|
|
2024
Q3 | $458K | Hold |
15,746
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $456K | Sell |
15,746
-3,894
| -20% | -$113K | 0.04% | 152 |
|
|
2024
Q1 | $573K | Buy |
19,640
+435
| +2% | +$12.7K | 0.05% | 128 |
|
|
2023
Q4 | $506K | Sell |
19,205
-690
| -3% | -$18.2K | 0.05% | 139 |
|
|
2023
Q3 | $545K | Buy |
+19,895
| New | +$545K | 0.06% | 116 |
|
|
2023
Q2 | – | Sell |
-12,386
| Closed | -$321K | – | 261 |
|
|
2023
Q1 | $321K | Sell |
12,386
-881
| -7% | -$22.8K | 0.03% | 170 |
|
|
2022
Q4 | $320K | Buy |
13,267
+59
| +0.4% | +$1.42K | 0.04% | 173 |
|
|
2022
Q3 | $325K | Buy |
13,208
+1
| +0% | +$25 | 0.04% | 163 |
|
|
2022
Q2 | $322K | Buy |
13,207
+4,994
| +61% | +$122K | 0.04% | 172 |
|
|
2022
Q1 | $212K | Buy |
+8,213
| New | +$212K | 0.02% | 264 |
|
|
2021
Q4 | – | Sell |
-12,011
| Closed | -$260K | – | 295 |
|
|
2021
Q3 | $260K | Hold |
12,011
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $290K | Sell |
12,011
-166
| -1% | -$4.01K | 0.03% | 198 |
|
|
2021
Q1 | $268K | Sell |
12,177
-105
| -0.9% | -$2.31K | 0.03% | 195 |
|
|
2020
Q4 | $241K | Buy |
12,282
+1,220
| +11% | +$23.9K | 0.03% | 191 |
|
|
2020
Q3 | $175K | Buy |
+11,062
| New | +$175K | 0.02% | 168 |
|
|
2020
Q1 | – | Sell |
-30,486
| Closed | -$858K | – | 155 |
|
|
2019
Q4 | $858K | Buy |
30,486
+751
| +3% | +$21.1K | 0.11% | 68 |
|
|
2019
Q3 | $850K | Hold |
29,735
| – | – | 0.12% | 59 |
|
|
2019
Q2 | $898K | Sell |
29,735
-200
| -0.7% | -$6.04K | 0.12% | 54 |
|
|
2019
Q1 | $871K | Sell |
29,935
-1,984
| -6% | -$57.7K | 0.13% | 51 |
|
|
2018
Q4 | $785K | Sell |
31,919
-4,198
| -12% | -$103K | 0.13% | 50 |
|
|
2018
Q3 | $962K | Buy |
36,117
+4,735
| +15% | +$126K | 0.15% | 42 |
|
|
2018
Q2 | $868K | Buy |
31,382
+4,878
| +18% | +$135K | 0.14% | 50 |
|
|
2018
Q1 | $649K | Buy |
26,504
+886
| +3% | +$21.7K | 0.11% | 61 |
|
|
2017
Q4 | $679K | Buy |
25,618
+76
| +0.3% | +$2.01K | 0.11% | 60 |
|
|
2017
Q3 | $666K | Sell |
25,542
-1,232
| -5% | -$32.1K | 0.13% | 55 |
|
|
2017
Q2 | $725K | Sell |
26,774
-150
| -0.6% | -$4.06K | 0.15% | 51 |
|
|
2017
Q1 | $743K | Sell |
26,924
-255
| -0.9% | -$7.04K | 0.15% | 49 |
|
|
2016
Q4 | $735K | Sell |
27,179
-149
| -0.5% | -$4.03K | 0.16% | 52 |
|
|
2016
Q3 | $755K | Buy |
27,328
+45
| +0.2% | +$1.24K | 0.17% | 51 |
|
|
2016
Q2 | $798K | Buy |
27,283
+1,071
| +4% | +$31.3K | 0.18% | 50 |
|
|
2016
Q1 | $645K | Sell |
26,212
-7,132
| -21% | -$175K | 0.14% | 52 |
|
|
2015
Q4 | $853K | Buy |
33,344
+98
| +0.3% | +$2.51K | 0.19% | 56 |
|
|
2015
Q3 | $828K | Sell |
33,246
-32,100
| -49% | -$799K | 0.2% | 57 |
|
|
2015
Q2 | $1.95M | Sell |
65,346
-75,814
| -54% | -$2.27M | 0.44% | 29 |
|
|
2015
Q1 | $4.65M | Buy |
141,160
+89,080
| +171% | +$2.93M | 0.38% | 23 |
|
|
2014
Q4 | $1.88M | Buy |
52,080
+18,700
| +56% | +$675K | 0.42% | 28 |
|
|
2014
Q3 | $1.35M | Buy |
33,380
+16,690
| +100% | +$673K | 0.42% | 27 |
|
|
2014
Q2 | $1.31M | Sell |
16,690
-300
| -2% | -$23.5K | 0.45% | 24 |
|
|
2014
Q1 | $1.18M | Hold |
16,990
| – | – | 0.4% | 25 |
|
|
2013
Q4 | $1.13M | Sell |
16,990
-1,191
| -7% | -$78.9K | 0.39% | 25 |
|
|
2013
Q3 | $1.11M | Hold |
18,181
| – | – | 0.44% | 24 |
|
|
2013
Q2 | $1.13M | Buy |
+18,181
| New | +$1.13M | 0.45% | 23 |
|