Advisor OS’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$842K Sell
2025
Q1
$928K Buy
2024
Q4
$952K Buy
2024
Q3
$738K Buy
2024
Q2
$746K Buy
2024
Q1
$707K Buy
2023
Q4
$607K Sell
2023
Q3
$631K Buy
2023
Q2
$557K Buy
2023
Q1
$515K Hold
2022
Q4
$491K Hold
2022
Q3
$456K Hold
2022
Q2
$413K Hold
2022
Q1
$463K Hold
2021
Q4
$340K Hold
2021
Q3
$396K Hold
2021
Q2
$439K Hold
2021
Q1
$317K Hold
2020
Q4
$255K Buy