SBIA
Sheaff Brock Investment Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.11M | Buy |
61,693
+1,201
| +2% | +$41K | 0.19% | 94 |
|
|
2024
Q4 | $1.9M | Buy |
60,492
+1,392
| +2% | +$43.7K | 0.16% | 113 |
|
|
2024
Q3 | $1.72M | Sell |
59,100
-328
| -0.6% | -$9.55K | 0.15% | 123 |
|
|
2024
Q2 | $1.72M | Sell |
59,428
-4,199
| -7% | -$122K | 0.16% | 116 |
|
|
2024
Q1 | $1.86M | Buy |
63,627
+3,925
| +7% | +$115K | 0.12% | 118 |
|
|
2023
Q4 | $1.57M | Buy |
59,702
+4,874
| +9% | +$128K | 0.12% | 122 |
|
|
2023
Q3 | $1.5M | Sell |
54,828
-3,135
| -5% | -$85.8K | 0.14% | 115 |
|
|
2023
Q2 | $1.53M | Sell |
57,963
-7,937
| -12% | -$209K | 0.13% | 118 |
|
|
2023
Q1 | $1.71M | Sell |
65,900
-3,304
| -5% | -$85.6K | 0.16% | 109 |
|
|
2022
Q4 | $1.67M | Buy |
69,204
+1,152
| +2% | +$27.8K | 0.16% | 105 |
|
|
2022
Q3 | $1.62M | Buy |
68,052
+158
| +0.2% | +$3.76K | 0.17% | 98 |
|
|
2022
Q2 | $1.66M | Hold |
67,894
| – | – | 0.14% | 98 |
|
|
2022
Q1 | $1.75M | Sell |
67,894
-4,142
| -6% | -$107K | 0.12% | 108 |
|
|
2021
Q4 | $1.58M | Buy |
72,036
+2
| +0% | +$44 | 0.11% | 135 |
|
|
2021
Q3 | $1.56M | Buy |
72,034
+2,498
| +4% | +$54.1K | 0.11% | 125 |
|
|
2021
Q2 | $1.68M | Buy |
69,536
+177
| +0.3% | +$4.27K | 0.12% | 107 |
|
|
2021
Q1 | $1.53M | Buy |
69,359
+3,150
| +5% | +$69.4K | 0.12% | 110 |
|
|
2020
Q4 | $1.3M | Buy |
66,209
+4,447
| +7% | +$87.1K | 0.11% | 119 |
|
|
2020
Q3 | $975K | Buy |
61,762
+6,933
| +13% | +$109K | 0.09% | 134 |
|
|
2020
Q2 | $996K | Sell |
54,829
-16,021
| -23% | -$291K | 0.1% | 121 |
|
|
2020
Q1 | $1.01M | Buy |
70,850
+3,941
| +6% | +$56.3K | 0.13% | 96 |
|
|
2019
Q4 | $1.88M | Sell |
66,909
-4,453
| -6% | -$125K | 0.18% | 76 |
|
|
2019
Q3 | $2.04M | Buy |
71,362
+200
| +0.3% | +$5.72K | 0.22% | 74 |
|
|
2019
Q2 | $2.05M | Buy |
71,162
+1,825
| +3% | +$52.7K | 0.22% | 73 |
|
|
2019
Q1 | $2.02M | Buy |
69,337
+1,376
| +2% | +$40K | 0.25% | 79 |
|
|
2018
Q4 | $1.67M | Sell |
67,961
-4,054
| -6% | -$99.7K | 0.26% | 77 |
|
|
2018
Q3 | $2.07M | Sell |
72,015
-942
| -1% | -$27.1K | 0.2% | 78 |
|
|
2018
Q2 | $2.02M | Sell |
72,957
-204
| -0.3% | -$5.65K | 0.2% | 81 |
|
|
2018
Q1 | $1.79M | Sell |
73,161
-474
| -0.6% | -$11.6K | 0.19% | 85 |
|
|
2017
Q4 | $1.95M | Sell |
73,635
-4,424
| -6% | -$117K | 0.25% | 84 |
|
|
2017
Q3 | $2.04M | Buy |
78,059
+1,619
| +2% | +$42.2K | 0.27% | 85 |
|
|
2017
Q2 | $2.07M | Buy |
76,440
+2,560
| +3% | +$69.3K | 0.27% | 82 |
|
|
2017
Q1 | $2.04M | Buy |
73,880
+1,712
| +2% | +$47.3K | 0.27% | 81 |
|
|
2016
Q4 | $1.95M | Buy |
72,168
+8,853
| +14% | +$239K | 0.25% | 85 |
|
|
2016
Q3 | $1.75M | Sell |
63,315
-8,007
| -11% | -$221K | 0.23% | 91 |
|
|
2016
Q2 | $2.09M | Sell |
71,322
-896
| -1% | -$26.2K | 0.26% | 81 |
|
|
2016
Q1 | $1.78M | Sell |
72,218
-13,809
| -16% | -$340K | 0.22% | 96 |
|
|
2015
Q4 | $2.2M | Buy |
+86,027
| New | +$2.2M | 0.25% | 97 |
|