Sittner & Nelson’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 | $548K | Sell |
17,666
-600
| -3% | -$18.6K | 0.22% | 70 |
|
|
2025
Q1 | $624K | Buy |
18,266
+4,770
| +35% | +$163K | 0.27% | 64 |
|
|
2024
Q4 | $423K | Buy |
13,496
+770
| +6% | +$24.1K | 0.18% | 81 |
|
|
2024
Q3 | $370K | Buy |
12,726
+2,822
| +28% | +$82.1K | 0.17% | 84 |
|
|
2024
Q2 | $287K | Hold |
9,904
| – | – | 0.14% | 89 |
|
|
2024
Q1 | $289K | Hold |
9,904
| – | – | 0.15% | 95 |
|
|
2023
Q4 | $261K | Hold |
9,904
| – | – | 0.14% | 94 |
|
|
2023
Q3 | $271K | Hold |
9,904
| – | – | 0.16% | 90 |
|
|
2023
Q2 | $261K | Hold |
9,904
| – | – | 0.14% | 93 |
|
|
2023
Q1 | $257K | Buy |
9,904
+400
| +4% | +$10.4K | 0.15% | 102 |
|
|
2022
Q4 | $229K | Hold |
9,504
| – | – | 0.14% | 108 |
|
|
2022
Q3 | $226K | Hold |
9,504
| – | – | 0.15% | 102 |
|
|
2022
Q2 | $232K | Hold |
9,504
| – | – | 0.15% | 98 |
|
|
2022
Q1 | $245K | Hold |
9,504
| – | – | 0.14% | 96 |
|
|
2021
Q4 | $209K | Hold |
9,504
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $206K | Hold |
9,504
| – | – | 0.13% | 94 |
|
|
2021
Q2 | $229K | Hold |
9,504
| – | – | 0.16% | 82 |
|
|
2021
Q1 | $209K | Hold |
9,504
| – | – | 0.16% | 84 |
|
|
2020
Q4 | $186K | Buy |
+9,504
| New | +$186K | 0.17% | 85 |
|