Sonora Investment Management Group’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 | $1.92M | Sell |
61,818
-11,549
| -16% | -$358K | 0.14% | 104 |
|
|
2025
Q1 | $2.5M | Buy |
73,367
+6,813
| +10% | +$233K | 0.2% | 93 |
|
|
2024
Q4 | $2.09M | Buy |
66,554
+7,550
| +13% | +$237K | 0.16% | 102 |
|
|
2024
Q3 | $1.72M | Buy |
59,004
+4,141
| +8% | +$121K | 0.13% | 113 |
|
|
2024
Q2 | $1.6M | Hold |
54,863
| – | – | 0.13% | 121 |
|
|
2024
Q1 | $1.6M | Buy |
54,863
+3,409
| +7% | +$99.5K | 0.13% | 121 |
|
|
2023
Q4 | $1.36M | Buy |
51,454
+2,331
| +5% | +$61.4K | 0.11% | 119 |
|
|
2023
Q3 | $1.34M | Buy |
49,123
+827
| +2% | +$22.6K | 0.12% | 127 |
|
|
2023
Q2 | $1.27M | Buy |
48,296
+1,350
| +3% | +$35.6K | 0.11% | 124 |
|
|
2023
Q1 | $1.22M | Buy |
46,946
+2,375
| +5% | +$61.5K | 0.11% | 124 |
|
|
2022
Q4 | $1.08M | Buy |
44,571
+12,816
| +40% | +$309K | 0.1% | 132 |
|
|
2022
Q3 | $774K | Hold |
31,755
| – | – | 0.1% | 113 |
|
|
2022
Q2 | $774K | Sell |
31,755
-1,350
| -4% | -$32.9K | 0.07% | 144 |
|
|
2022
Q1 | $855K | Buy |
33,105
+4,900
| +17% | +$127K | 0.1% | 116 |
|
|
2021
Q4 | $619K | Buy |
+28,205
| New | +$619K | 0.07% | 123 |
|