Summit Financial’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.48M Buy
2025
Q1
$4.88M Buy
2024
Q4
$4.47M Buy
2024
Q3
$921K Buy
2024
Q2
$915K Buy
2024
Q1
$533K Buy
2020
Q2
Sell
2020
Q1
$195K Sell
2019
Q4
$632K Buy
2019
Q3
$226K Sell
2019
Q2
$740K Sell
2019
Q1
$887K Sell
2018
Q4
$767K Buy