SF
EPD icon

Symphony Financial’s Enterprise Products Partners EPD Stock Holding History

Symphony Financial’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Sell
7,995
-7,614
-49% -$269K 0.04% 231
2025
Q4 		$500K Buy
15,609
+8,323
+114% +$263K 0.07% 164
2025
Q3 		$230K Buy
7,286
+122
+2% +$3.85K 0.03% 252
2025
Q2 		$225K Buy
7,164
+118
+2% +$3.68K 0.03% 235
2025
Q1 		$214K Buy
7,046
+111
+2% +$3.7K 0.13% 84
2024
Q4 		$235K Buy
6,935
+116
+2% +$3.56K 0.04% 202
2024
Q3 		$201K Buy
+6,819
New +$199K 0.03% 217

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TCA
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EIP
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KACA
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