Advisor OS’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Sell |
46,467
-3,468
| -7% | -$62.9K | 0.08% | 178 |
|
|
2025
Q1 | $928K | Buy |
49,935
+1,345
| +3% | +$25K | 0.11% | 138 |
|
|
2024
Q4 | $952K | Buy |
48,590
+2,580
| +6% | +$50.5K | 0.11% | 128 |
|
|
2024
Q3 | $738K | Buy |
46,010
+31
| +0.1% | +$498 | 0.07% | 199 |
|
|
2024
Q2 | $746K | Buy |
45,979
+1,031
| +2% | +$16.7K | 0.08% | 195 |
|
|
2024
Q1 | $707K | Buy |
44,948
+948
| +2% | +$14.9K | 0.08% | 198 |
|
|
2023
Q4 | $607K | Sell |
44,000
-952
| -2% | -$13.1K | 0.08% | 189 |
|
|
2023
Q3 | $631K | Buy |
44,952
+1,090
| +2% | +$15.3K | 0.09% | 175 |
|
|
2023
Q2 | $557K | Buy |
43,862
+2,528
| +6% | +$32.1K | 0.09% | 195 |
|
|
2023
Q1 | $515K | Hold |
41,334
| – | – | 0.12% | 165 |
|
|
2022
Q4 | $491K | Hold |
41,334
| – | – | 0.13% | 152 |
|
|
2022
Q3 | $456K | Hold |
41,334
| – | – | 0.14% | 141 |
|
|
2022
Q2 | $413K | Hold |
41,334
| – | – | 0.12% | 155 |
|
|
2022
Q1 | $463K | Hold |
41,334
| – | – | 0.13% | 153 |
|
|
2021
Q4 | $340K | Hold |
41,334
| – | – | 0.07% | 200 |
|
|
2021
Q3 | $396K | Hold |
41,334
| – | – | 0.09% | 177 |
|
|
2021
Q2 | $439K | Hold |
41,334
| – | – | 0.09% | 150 |
|
|
2021
Q1 | $317K | Hold |
41,334
| – | – | 0.07% | 153 |
|
|
2020
Q4 | $255K | Buy |
+41,334
| New | +$255K | 0.07% | 120 |
|