United Capital Financial Advisors’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 | $909K | Buy |
29,306
+9,478
| +48% | +$294K | 0.01% | 606 |
|
|
2025
Q1 | $677K | Buy |
19,828
+2,028
| +11% | +$69.2K | 0.01% | 660 |
|
|
2024
Q4 | $558K | Sell |
17,800
-9,844
| -36% | -$309K | ﹤0.01% | 694 |
|
|
2024
Q3 | $805K | Buy |
27,644
+1,756
| +7% | +$51.1K | 0.01% | 598 |
|
|
2024
Q2 | $750K | Sell |
25,888
-61,456
| -70% | -$1.78M | 0.01% | 595 |
|
|
2024
Q1 | $2.55M | Sell |
87,344
-22,725
| -21% | -$663K | 0.02% | 382 |
|
|
2023
Q4 | $2.9M | Sell |
110,069
-228,937
| -68% | -$6.03M | 0.02% | 354 |
|
|
2023
Q3 | $9.28M | Sell |
339,006
-23,323
| -6% | -$638K | 0.06% | 231 |
|
|
2023
Q2 | $9.55M | Sell |
362,329
-31,652
| -8% | -$834K | 0.05% | 242 |
|
|
2023
Q1 | $10.2M | Sell |
393,981
-240,361
| -38% | -$6.23M | 0.06% | 235 |
|
|
2022
Q4 | $15.3M | Sell |
634,342
-55,106
| -8% | -$1.33M | 0.09% | 199 |
|
|
2022
Q3 | $16.4M | Buy |
689,448
+10,565
| +2% | +$251K | 0.1% | 183 |
|
|
2022
Q2 | $16.5M | Sell |
678,883
-47,808
| -7% | -$1.17M | 0.09% | 196 |
|
|
2022
Q1 | $18.8M | Sell |
726,691
-49,675
| -6% | -$1.28M | 0.09% | 194 |
|
|
2021
Q4 | $17M | Sell |
776,366
-2,017
| -0.3% | -$44.3K | 0.08% | 220 |
|
|
2021
Q3 | $16.8M | Buy |
778,383
+26,100
| +3% | +$565K | 0.08% | 209 |
|
|
2021
Q2 | $18.2M | Buy |
752,283
+8,022
| +1% | +$194K | 0.09% | 204 |
|
|
2021
Q1 | $16.4M | Sell |
744,261
-2,206
| -0.3% | -$48.6K | 0.09% | 207 |
|
|
2020
Q4 | $14.6M | Buy |
746,467
+2,752
| +0.4% | +$53.9K | 0.09% | 211 |
|
|
2020
Q3 | $11.7M | Sell |
743,715
-21,805
| -3% | -$344K | 0.08% | 227 |
|
|
2020
Q2 | $13.9M | Sell |
765,520
-14,775
| -2% | -$268K | 0.1% | 203 |
|
|
2020
Q1 | $11.2M | Sell |
780,295
-29,567
| -4% | -$423K | 0.09% | 215 |
|
|
2019
Q4 | $22.8M | Sell |
809,862
-13,533
| -2% | -$381K | 0.15% | 163 |
|
|
2019
Q3 | $23.5M | Sell |
823,395
-57,007
| -6% | -$1.63M | 0.16% | 139 |
|
|
2019
Q2 | $25.4M | Buy |
880,402
+18,602
| +2% | +$537K | 0.17% | 129 |
|
|
2019
Q1 | $25.1M | Sell |
861,800
-55,878
| -6% | -$1.63M | 0.18% | 125 |
|
|
2018
Q4 | $22.6M | Buy |
917,678
+22,936
| +3% | +$564K | 0.18% | 121 |
|
|
2018
Q3 | $25.7M | Buy |
894,742
+22,778
| +3% | +$654K | 0.18% | 123 |
|
|
2018
Q2 | $24.1M | Sell |
871,964
-2,739
| -0.3% | -$75.8K | 0.18% | 127 |
|
|
2018
Q1 | $21.4M | Buy |
874,703
+137,759
| +19% | +$3.37M | 0.16% | 143 |
|
|
2017
Q4 | $19.5M | Buy |
736,944
+27,477
| +4% | +$728K | 0.15% | 154 |
|
|
2017
Q3 | $18.5M | Sell |
709,467
-2,854
| -0.4% | -$74.4K | 0.16% | 148 |
|
|
2017
Q2 | $19.3M | Buy |
712,321
+4,602
| +0.7% | +$125K | 0.17% | 131 |
|
|
2017
Q1 | $19.5M | Sell |
707,719
-30,675
| -4% | -$847K | 0.18% | 120 |
|
|
2016
Q4 | $20M | Sell |
738,394
-13,719
| -2% | -$371K | 0.19% | 109 |
|
|
2016
Q3 | $20.8M | Buy |
752,113
+19,773
| +3% | +$546K | 0.2% | 114 |
|
|
2016
Q2 | $21.2M | Sell |
732,340
-16,168
| -2% | -$469K | 0.22% | 97 |
|
|
2016
Q1 | $18.4M | Sell |
748,508
-31,844
| -4% | -$784K | 0.2% | 97 |
|
|
2015
Q4 | $20M | Sell |
780,352
-67,245
| -8% | -$1.72M | 0.23% | 90 |
|
|
2015
Q3 | $21.1M | Sell |
847,597
-29,802
| -3% | -$742K | 0.25% | 75 |
|
|
2015
Q2 | $26.2M | Buy |
877,399
+9,194
| +1% | +$275K | 0.3% | 77 |
|
|
2015
Q1 | $29.7M | Buy |
868,205
+46,277
| +6% | +$1.58M | 0.36% | 63 |
|
|
2014
Q4 | $29.7M | Buy |
821,928
+81,081
| +11% | +$2.93M | 0.44% | 53 |
|
|
2014
Q3 | $29.9M | Sell |
740,847
-91
| -0% | -$3.67K | 0.52% | 37 |
|
|
2014
Q2 | $29M | Buy |
740,938
+24,456
| +3% | +$957K | 0.54% | 44 |
|
|
2014
Q1 | $24.8M | Buy |
716,482
+256,814
| +56% | +$8.91M | 0.53% | 41 |
|
|
2013
Q4 | $15.2M | Buy |
459,668
+311,644
| +211% | +$10.3M | 0.52% | 47 |
|
|
2013
Q3 | $4.52M | Sell |
148,024
-446,572
| -75% | -$13.6M | 0.14% | 156 |
|
|
2013
Q2 | $18.5M | Buy |
+594,596
| New | +$18.5M | 0.49% | 50 |
|