Summit Financial’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 | $4.48M | Buy |
144,608
+1,694
| +1% | +$52.5K | 0.1% | 172 |
|
|
2025
Q1 | $4.88M | Buy |
142,914
+514
| +0.4% | +$17.5K | 0.14% | 143 |
|
|
2024
Q4 | $4.47M | Buy |
142,400
+110,768
| +350% | +$3.47M | 0.16% | 115 |
|
|
2024
Q3 | $921K | Buy |
31,632
+74
| +0.2% | +$2.15K | 0.04% | 271 |
|
|
2024
Q2 | $915K | Buy |
31,558
+13,281
| +73% | +$385K | 0.04% | 243 |
|
|
2024
Q1 | $533K | Buy |
+18,277
| New | +$533K | 0.03% | 245 |
|
|
2020
Q2 | – | Sell |
-13,604
| Closed | -$195K | – | 38 |
|
|
2020
Q1 | $195K | Sell |
13,604
-8,842
| -39% | -$126K | 0.04% | 37 |
|
|
2019
Q4 | $632K | Buy |
22,446
+20,455
| +1,027% | +$576K | 0.11% | 26 |
|
|
2019
Q3 | $226K | Sell |
1,991
-23,634
| -92% | -$2.68M | 0.04% | 24 |
|
|
2019
Q2 | $740K | Sell |
25,625
-4,859
| -16% | -$140K | 0.12% | 23 |
|
|
2019
Q1 | $887K | Sell |
30,484
-717
| -2% | -$20.9K | 0.15% | 21 |
|
|
2018
Q4 | $767K | Buy |
+31,201
| New | +$767K | 0.15% | 23 |
|