Stonegate Investment 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 | $413K | Buy |
13,307
+36
| +0.3% | +$1.12K | 0.01% | 262 |
|
|
2025
Q1 | $453K | Buy |
13,271
+735
| +6% | +$25.1K | 0.01% | 226 |
|
|
2024
Q4 | $393K | Buy |
12,536
+55
| +0.4% | +$1.73K | 0.01% | 240 |
|
|
2024
Q3 | $363K | Buy |
12,481
+1,058
| +9% | +$30.8K | 0.01% | 260 |
|
|
2024
Q2 | $331K | Buy |
11,423
+1,201
| +12% | +$34.8K | 0.01% | 255 |
|
|
2024
Q1 | $298K | Buy |
10,222
+38
| +0.4% | +$1.11K | 0.01% | 258 |
|
|
2023
Q4 | $268K | Buy |
10,184
+37
| +0.4% | +$975 | 0.01% | 259 |
|
|
2023
Q3 | $278K | Buy |
10,147
+36
| +0.4% | +$985 | 0.01% | 249 |
|
|
2023
Q2 | $266K | Buy |
10,111
+469
| +5% | +$12.4K | 0.01% | 265 |
|
|
2023
Q1 | $250K | Sell |
9,642
-870
| -8% | -$22.5K | 0.01% | 270 |
|
|
2022
Q4 | $254K | Sell |
10,512
-423
| -4% | -$10.2K | 0.01% | 261 |
|
|
2022
Q3 | $260K | Buy |
10,935
+118
| +1% | +$2.81K | 0.01% | 240 |
|
|
2022
Q2 | $264K | Buy |
+10,817
| New | +$264K | 0.01% | 242 |
|