Atria Wealth Solutions’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 | $3.02M | Sell |
167,058
-171,202
| -51% | -$3.1M | 0.07% | 314 |
|
|
2025
Q1 | $6.29M | Sell |
338,260
-342,368
| -50% | -$6.36M | 0.08% | 274 |
|
|
2024
Q4 | $13.3M | Buy |
680,628
+207,895
| +44% | +$4.07M | 0.15% | 150 |
|
|
2024
Q3 | $7.59M | Buy |
472,733
+291
| +0.1% | +$4.67K | 0.08% | 254 |
|
|
2024
Q2 | $7.66M | Sell |
472,442
-81,052
| -15% | -$1.31M | 0.08% | 239 |
|
|
2024
Q1 | $8.71M | Buy |
553,494
+27,916
| +5% | +$439K | 0.1% | 221 |
|
|
2023
Q4 | $7.25M | Buy |
525,578
+56,173
| +12% | +$775K | 0.09% | 224 |
|
|
2023
Q3 | $6.59M | Buy |
469,405
+54,301
| +13% | +$762K | 0.09% | 225 |
|
|
2023
Q2 | $5.27M | Buy |
415,104
+77,156
| +23% | +$980K | 0.07% | 270 |
|
|
2023
Q1 | $4.21M | Sell |
337,948
-111,796
| -25% | -$1.39M | 0.06% | 306 |
|
|
2022
Q4 | $5.34M | Sell |
449,744
-5,801
| -1% | -$68.9K | 0.09% | 244 |
|
|
2022
Q3 | $5.02M | Sell |
455,545
-30,040
| -6% | -$331K | 0.09% | 230 |
|
|
2022
Q2 | $4.85M | Buy |
485,585
+225,132
| +86% | +$2.25M | 0.09% | 226 |
|
|
2022
Q1 | $2.92M | Buy |
+260,453
| New | +$2.92M | 0.05% | 379 |
|