SkyOak Wealth’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 | – | Sell |
-12,678
| Closed | -$433K | – | 257 |
|
|
2025
Q1 | $433K | Hold |
12,678
| – | – | 0.09% | 130 |
|
|
2024
Q4 | $398K | Hold |
12,678
| – | – | 0.09% | 137 |
|
|
2024
Q3 | $369K | Hold |
12,678
| – | – | 0.08% | 142 |
|
|
2024
Q2 | $367K | Hold |
12,678
| – | – | 0.09% | 144 |
|
|
2024
Q1 | $370K | Hold |
12,678
| – | – | 0.09% | 155 |
|
|
2023
Q4 | $334K | Sell |
12,678
-400
| -3% | -$10.5K | 0.09% | 158 |
|
|
2023
Q3 | $358K | Hold |
13,078
| – | – | 0.1% | 136 |
|
|
2023
Q2 | $345K | Sell |
13,078
-200
| -2% | -$5.27K | 0.1% | 152 |
|
|
2023
Q1 | $344K | Sell |
13,278
-1,000
| -7% | -$25.9K | 0.1% | 150 |
|
|
2022
Q4 | $344K | Hold |
14,278
| – | – | 0.12% | 146 |
|
|
2022
Q3 | $340K | Sell |
14,278
-2,000
| -12% | -$47.6K | 0.12% | 139 |
|
|
2022
Q2 | $397K | Hold |
16,278
| – | – | 0.14% | 132 |
|
|
2022
Q1 | $420K | Hold |
16,278
| – | – | 0.12% | 144 |
|
|
2021
Q4 | $357K | Sell |
16,278
-100
| -0.6% | -$2.19K | 0.09% | 165 |
|
|
2021
Q3 | $354K | Hold |
16,378
| – | – | 0.1% | 154 |
|
|
2021
Q2 | $395K | Sell |
16,378
-1,500
| -8% | -$36.2K | 0.11% | 147 |
|
|
2021
Q1 | $423K | Buy |
17,878
+1,740
| +11% | +$41.2K | 0.12% | 143 |
|
|
2020
Q4 | $316K | Buy |
16,138
+43
| +0.3% | +$842 | 0.1% | 156 |
|
|
2020
Q3 | $254K | Hold |
16,095
| – | – | 0.09% | 165 |
|
|
2020
Q2 | $292K | Hold |
16,095
| – | – | 0.11% | 185 |
|
|
2020
Q1 | $230K | Sell |
16,095
-13,000
| -45% | -$186K | 0.12% | 181 |
|
|
2019
Q4 | $819K | Buy |
+29,095
| New | +$819K | 0.25% | 86 |
|