Avantax Planning Partners’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 | $574K | Buy |
31,682
+1,313
| +4% | +$23.8K | 0.02% | 249 |
|
|
2025
Q1 | $565K | Buy |
30,369
+2,277
| +8% | +$42.3K | 0.02% | 238 |
|
|
2024
Q4 | $550K | Hold |
28,092
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $451K | Buy |
28,092
+1,500
| +6% | +$24.1K | 0.02% | 270 |
|
|
2024
Q2 | $431K | Buy |
26,592
+5,463
| +26% | +$88.6K | 0.01% | 306 |
|
|
2024
Q1 | $332K | Buy |
21,129
+7,518
| +55% | +$118K | 0.01% | 347 |
|
|
2023
Q4 | $188K | Buy |
13,611
+10
| +0.1% | +$138 | 0.01% | 364 |
|
|
2023
Q3 | $191K | Sell |
13,601
-8,000
| -37% | -$112K | 0.01% | 348 |
|
|
2023
Q2 | $274K | Hold |
21,601
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $269K | Sell |
21,601
-437
| -2% | -$5.45K | 0.01% | 317 |
|
|
2022
Q4 | $262K | Sell |
22,038
-8,023
| -27% | -$95.2K | 0.01% | 316 |
|
|
2022
Q3 | $332K | Buy |
30,061
+9,303
| +45% | +$103K | 0.02% | 271 |
|
|
2022
Q2 | $207K | Hold |
20,758
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $232K | Hold |
20,758
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $171K | Sell |
20,758
-2,040
| -9% | -$16.8K | 0.01% | 340 |
|
|
2021
Q3 | $218K | Buy |
22,798
+30
| +0.1% | +$287 | 0.01% | 307 |
|
|
2021
Q2 | $242K | Buy |
22,768
+6,506
| +40% | +$69.2K | 0.01% | 283 |
|
|
2021
Q1 | $125K | Buy |
+16,262
| New | +$125K | 0.01% | 306 |
|
|
2018
Q2 | – | Sell |
-1,100
| Closed | -$16K | – | 592 |
|
|
2018
Q1 | $16K | Buy |
+1,100
| New | +$16K | ﹤0.01% | 860 |
|