AE Wealth Management’s Energy Transfer Partners ET Stock Holding History

AE Wealth Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Sell	93,788 -7,911	-8%	-$143K	0.01%	569
2025 Q1	$1.89M	Buy	101,699 +11,439	+13%	+$213K	0.02%	542
2024 Q4	$1.77M	Buy	90,260 +3,652	+4%	+$71.5K	0.02%	558
2024 Q3	$1.39M	Sell	86,608 -2,624	-3%	-$42.1K	0.01%	633
2024 Q2	$1.45M	Buy	89,232 +16,445	+23%	+$267K	0.01%	609
2024 Q1	$1.14M	Sell	72,787 -172,675	-70%	-$2.72M	0.01%	626
2023 Q4	$3.55M	Buy	245,462 +98,710	+67%	+$1.43M	0.02%	704
2023 Q3	$2.06M	Buy	146,752 +21,980	+18%	+$308K	0.01%	841
2023 Q2	$1.58M	Buy	124,772 +6,023	+5%	+$76.5K	0.01%	911
2023 Q1	$1.48M	Buy	118,749 +22,500	+23%	+$281K	0.01%	900
2022 Q4	$1.14M	Sell	96,249 -66,915	-41%	-$794K	0.01%	931
2022 Q3	$1.8M	Buy	163,164 +18,050	+12%	+$199K	0.01%	733
2022 Q2	$1.45M	Sell	145,114 -117,734	-45%	-$1.17M	0.01%	771
2022 Q1	$2.94M	Buy	262,848 +97,359	+59%	+$1.09M	0.02%	591
2021 Q4	$1.36M	Buy	165,489 +16,472	+11%	+$136K	0.01%	821
2021 Q3	$1.43M	Buy	149,017 +8,393	+6%	+$80.4K	0.01%	760
2021 Q2	$1.5M	Buy	140,624 +16,814	+14%	+$179K	0.01%	718
2021 Q1	$951K	Sell	123,810 -3,596	-3%	-$27.6K	0.01%	785
2020 Q4	$787K	Buy	127,406 +23,413	+23%	+$145K	0.01%	788
2020 Q3	$564K	Sell	103,993 -36,758	-26%	-$199K	0.01%	840
2020 Q2	$1M	Sell	140,751 -14,256	-9%	-$101K	0.02%	614
2020 Q1	$713K	Buy	155,007 +4,533	+3%	+$20.9K	0.02%	567
2019 Q4	$1.93M	Buy	150,474 +29,552	+24%	+$379K	0.04%	350
2019 Q3	$1.58M	Sell	120,922 -32,831	-21%	-$430K	0.05%	326
2019 Q2	$2.17M	Buy	153,753 +120,402	+361%	+$1.7M	0.07%	228
2019 Q1	$513K	Sell	33,351 -1,656	-5%	-$25.5K	0.04%	334
2018 Q4	$462K	Buy	35,007 +23,193	+196%	+$306K	0.08%	261
2018 Q3	$206K	Buy	11,814 +1,463	+14%	+$25.5K	0.01%	556
2018 Q2	$179K	Buy	+10,351	New	+$179K	0.01%	428