Sovereign Financial 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 | $464K | Hold |
14,967
| – | – | 0.1% | 182 |
|
|
2025
Q1 | $511K | Buy |
14,967
+500
| +3% | +$17.1K | 0.12% | 157 |
|
|
2024
Q4 | $454K | Buy |
14,467
+3,800
| +36% | +$119K | 0.1% | 177 |
|
|
2024
Q3 | $311K | Hold |
10,667
| – | – | 0.07% | 220 |
|
|
2024
Q2 | $309K | Sell |
10,667
-319
| -3% | -$9.25K | 0.08% | 213 |
|
|
2024
Q1 | $321K | Buy |
10,986
+1,442
| +15% | +$42.1K | 0.09% | 207 |
|
|
2023
Q4 | $251K | Buy |
9,544
+713
| +8% | +$18.8K | 0.08% | 209 |
|
|
2023
Q3 | $242K | Buy |
+8,831
| New | +$242K | 0.09% | 195 |
|