Stiles Financial Services’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 |
-7,187
| Closed | -$245K | – | 177 |
|
|
2025
Q1 | $245K | Buy |
7,187
+59
| +0.8% | +$2.02K | 0.09% | 155 |
|
|
2024
Q4 | $224K | Buy |
7,128
+80
| +1% | +$2.51K | 0.08% | 170 |
|
|
2024
Q3 | $205K | Sell |
7,048
-752
| -10% | -$21.9K | 0.07% | 180 |
|
|
2024
Q2 | $226K | Buy |
7,800
+81
| +1% | +$2.35K | 0.09% | 170 |
|
|
2024
Q1 | $225K | Buy |
7,719
+86
| +1% | +$2.51K | 0.09% | 165 |
|
|
2023
Q4 | $201K | Sell |
7,633
-1,347
| -15% | -$35.5K | 0.09% | 163 |
|
|
2023
Q3 | $246K | Buy |
8,980
+107
| +1% | +$2.93K | 0.13% | 151 |
|
|
2023
Q2 | $234K | Buy |
8,873
+135
| +2% | +$3.56K | 0.12% | 164 |
|
|
2023
Q1 | $226K | Buy |
8,738
+128
| +1% | +$3.32K | 0.12% | 162 |
|
|
2022
Q4 | $208K | Buy |
8,610
+130
| +2% | +$3.14K | 0.12% | 164 |
|
|
2022
Q3 | $202K | Buy |
8,480
+118
| +1% | +$2.81K | 0.12% | 156 |
|
|
2022
Q2 | $204K | Buy |
8,362
+119
| +1% | +$2.9K | 0.12% | 162 |
|
|
2022
Q1 | $213K | Buy |
+8,243
| New | +$213K | 0.11% | 169 |
|