Steward Partners Investment Advisory’s Enterprise Products Partners EPD Stock Holding History

Steward Partners Investment Advisory’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.7M	Buy	346,522 +14,503	+4%	+$450K	0.08%	233
2025 Q1	$11.3M	Buy	332,019 +21,887	+7%	+$747K	0.1%	203
2024 Q4	$9.73M	Buy	310,132 +21,192	+7%	+$665K	0.09%	224
2024 Q3	$8.41M	Buy	288,940 +35,540	+14%	+$1.03M	0.08%	254
2024 Q2	$7.34M	Buy	253,400 +11,793	+5%	+$342K	0.08%	254
2024 Q1	$7.05M	Buy	241,607 +26,614	+12%	+$777K	0.08%	263
2023 Q4	$5.67M	Sell	214,993 -10,410	-5%	-$274K	0.08%	260
2023 Q3	$6.17M	Buy	225,403 +2,910	+1%	+$79.6K	0.09%	223
2023 Q2	$5.86M	Buy	222,493 +29,580	+15%	+$779K	0.09%	237
2023 Q1	$5M	Buy	192,913 +23,039	+14%	+$597K	0.08%	254
2022 Q4	$4.1M	Buy	169,874 +4,429	+3%	+$107K	0.07%	287
2022 Q3	$3.93M	Buy	165,445 +12,760	+8%	+$303K	0.07%	273
2022 Q2	$3.72M	Sell	152,685 -651	-0.4%	-$15.9K	0.07%	293
2022 Q1	$3.96M	Buy	153,336 +4,126	+3%	+$107K	0.06%	311
2021 Q4	$3.28M	Buy	149,210 +1,207	+0.8%	+$26.5K	0.05%	353
2021 Q3	$3.2M	Buy	148,003 +2,357	+2%	+$51K	0.06%	336
2021 Q2	$3.51M	Sell	145,646 -91,482	-39%	-$2.21M	0.06%	317
2021 Q1	$5.22M	Buy	237,128 +97,656	+70%	+$2.15M	0.09%	230
2020 Q4	$2.73M	Sell	139,472 -24,385	-15%	-$478K	0.06%	312
2020 Q3	$2.59M	Sell	163,857 -1,556	-0.9%	-$24.6K	0.07%	276
2020 Q2	$3.01M	Buy	165,413 +17,029	+11%	+$309K	0.09%	232
2020 Q1	$2.12M	Buy	148,384 +2,008	+1%	+$28.7K	0.08%	249
2019 Q4	$4.12M	Sell	146,376 -1,243	-0.8%	-$35K	0.12%	180
2019 Q3	$4.22M	Buy	147,619 +6,801	+5%	+$194K	0.14%	157
2019 Q2	$4.07M	Buy	140,818 +12,916	+10%	+$373K	0.15%	148
2019 Q1	$3.72M	Sell	127,902 -4,589	-3%	-$134K	0.16%	139
2018 Q4	$3.26M	Buy	132,491 +1,895	+1%	+$46.6K	0.16%	149
2018 Q3	$3.75M	Buy	130,596 +3,965	+3%	+$114K	0.18%	131
2018 Q2	$3.5M	Buy	126,631 +34,314	+37%	+$950K	0.21%	111
2018 Q1	$2.26M	Buy	+92,317	New	+$2.26M	0.15%	151