Stokes Family Office’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 | $952K | Buy |
30,703
+8,463
| +38% | +$262K | 0.1% | 121 |
|
2025
Q1 | $759K | Buy |
22,240
+5,000
| +29% | +$171K | 0.09% | 132 |
|
2024
Q4 | $541K | Buy |
17,240
+1,650
| +11% | +$51.7K | 0.06% | 154 |
|
2024
Q3 | $454K | Sell |
15,590
-549
| -3% | -$16K | 0.05% | 162 |
|
2024
Q2 | $468K | Buy |
16,139
+399
| +3% | +$11.6K | 0.05% | 155 |
|
2024
Q1 | $459K | Hold |
15,740
| – | – | 0.06% | 153 |
|
2023
Q4 | $415K | Sell |
15,740
-1,000
| -6% | -$26.4K | 0.06% | 152 |
|
2023
Q3 | $458K | Hold |
16,740
| – | – | 0.05% | 194 |
|
2023
Q2 | $441K | Hold |
16,740
| – | – | 0.05% | 195 |
|
2023
Q1 | $434K | Hold |
16,740
| – | – | 0.05% | 182 |
|
2022
Q4 | $404K | Hold |
16,740
| – | – | 0.05% | 186 |
|
2022
Q3 | $398K | Hold |
16,740
| – | – | 0.06% | 179 |
|
2022
Q2 | $408K | Hold |
16,740
| – | – | 0.06% | 177 |
|
2022
Q1 | $432K | Buy |
16,740
+500
| +3% | +$12.9K | 0.06% | 173 |
|
2021
Q4 | $357K | Buy |
16,240
+300
| +2% | +$6.6K | 0.04% | 174 |
|
2021
Q3 | $345K | Buy |
15,940
+1,000
| +7% | +$21.6K | 0.05% | 172 |
|
2021
Q2 | $361K | Buy |
+14,940
| New | +$361K | 0.05% | 164 |
|