Allworth Financial’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 | $2.65M | Buy |
146,120
+84,655
| +138% | +$1.53M | 0.01% | 428 |
|
|
2025
Q1 | $1.08M | Buy |
61,465
+7,398
| +14% | +$130K | 0.01% | 504 |
|
|
2024
Q4 | $1.13M | Buy |
54,067
+20,187
| +60% | +$422K | 0.01% | 503 |
|
|
2024
Q3 | $544K | Buy |
33,880
+3,540
| +12% | +$56.8K | ﹤0.01% | 557 |
|
|
2024
Q2 | $499K | Buy |
30,340
+14,046
| +86% | +$231K | ﹤0.01% | 568 |
|
|
2024
Q1 | $256K | Buy |
16,294
+4,929
| +43% | +$77.5K | ﹤0.01% | 709 |
|
|
2023
Q4 | $157K | Buy |
11,365
+3,670
| +48% | +$50.6K | ﹤0.01% | 789 |
|
|
2023
Q3 | $108K | Sell |
7,695
-1,578
| -17% | -$22.1K | ﹤0.01% | 854 |
|
|
2023
Q2 | $118K | Buy |
9,273
+1,921
| +26% | +$24.4K | ﹤0.01% | 837 |
|
|
2023
Q1 | $91.7K | Buy |
7,352
+35
| +0.5% | +$436 | ﹤0.01% | 888 |
|
|
2022
Q4 | $86.9K | Buy |
7,317
+951
| +15% | +$11.3K | ﹤0.01% | 854 |
|
|
2022
Q3 | $70K | Buy |
6,366
+3,319
| +109% | +$36.5K | ﹤0.01% | 865 |
|
|
2022
Q2 | $30K | Sell |
3,047
-188
| -6% | -$1.85K | ﹤0.01% | 1085 |
|
|
2022
Q1 | $36K | Buy |
3,235
+119
| +4% | +$1.32K | ﹤0.01% | 1012 |
|
|
2021
Q4 | $26K | Sell |
3,116
-4,684
| -60% | -$39.1K | ﹤0.01% | 1018 |
|
|
2021
Q3 | $75K | Buy |
7,800
+3
| +0% | +$29 | ﹤0.01% | 683 |
|
|
2021
Q2 | $83K | Sell |
7,797
-18,404
| -70% | -$196K | ﹤0.01% | 508 |
|
|
2021
Q1 | $201K | Buy |
26,201
+196
| +0.8% | +$1.5K | ﹤0.01% | 352 |
|
|
2020
Q4 | $161K | Sell |
26,005
-10,847
| -29% | -$67.2K | ﹤0.01% | 306 |
|
|
2020
Q3 | $200K | Sell |
36,852
-239
| -0.6% | -$1.3K | 0.01% | 242 |
|
|
2020
Q2 | $264K | Buy |
37,091
+35,550
| +2,307% | +$253K | 0.01% | 208 |
|
|
2020
Q1 | $7K | Sell |
1,541
-471
| -23% | -$2.14K | ﹤0.01% | 784 |
|
|
2019
Q4 | $26K | Buy |
2,012
+996
| +98% | +$12.9K | ﹤0.01% | 474 |
|
|
2019
Q3 | $13K | Hold |
1,016
| – | – | ﹤0.01% | 525 |
|
|
2019
Q2 | $14K | Hold |
1,016
| – | – | ﹤0.01% | 522 |
|
|
2019
Q1 | $16K | Hold |
1,016
| – | – | ﹤0.01% | 492 |
|
|
2018
Q4 | $13K | Buy |
+1,016
| New | +$13K | ﹤0.01% | 475 |
|