Avior Wealth Management’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
$306K Sell
16,863
-72,215
-81% -$1.31M 0.01% 566
2025
Q1
$1.66M Buy
89,078
+20,650
+30% +$384K 0.06% 194
2024
Q4
$1.34M Buy
68,428
+7,560
+12% +$148K 0.05% 233
2024
Q3
$977K Buy
60,868
+19,045
+46% +$306K 0.04% 293
2024
Q2
$678K Sell
41,823
-19,016
-31% -$308K 0.03% 356
2024
Q1
$957K Buy
60,839
+30,613
+101% +$482K 0.04% 297
2023
Q4
$417K Buy
30,226
+1,361
+5% +$18.8K 0.03% 379
2023
Q3
$405K Buy
28,865
+855
+3% +$12K 0.03% 375
2023
Q2
$356K Buy
28,010
+643
+2% +$8.17K 0.02% 419
2023
Q1
$341K Buy
27,367
+27,152
+12,629% +$339K 0.02% 430
2022
Q4
$2.55K Sell
215
-1,254
-85% -$14.9K ﹤0.01% 1033
2022
Q3
$16K Buy
1,469
+779
+113% +$8.49K ﹤0.01% 771
2022
Q2
$6K Buy
690
+12
+2% +$104 ﹤0.01% 831
2022
Q1
$7K Buy
678
+11
+2% +$114 ﹤0.01% 873
2021
Q4
$5K Buy
667
+11
+2% +$82 ﹤0.01% 878
2021
Q3
$6K Sell
656
-120
-15% -$1.1K ﹤0.01% 821
2021
Q2
$8K Buy
776
+140
+22% +$1.44K ﹤0.01% 777
2021
Q1
$4K Buy
636
+14
+2% +$88 ﹤0.01% 850
2020
Q4
$3K Sell
622
-34,823
-98% -$168K ﹤0.01% 832
2020
Q3
$191K Sell
35,445
-19,347
-35% -$104K 0.03% 380
2020
Q2
$389K Buy
54,792
+9,917
+22% +$70.4K 0.06% 284
2020
Q1
$206K Hold
44,875
0.04% 340
2019
Q4
$575K Buy
44,875
+1,073
+2% +$13.7K 0.09% 212
2019
Q3
$572K Hold
43,802
0.1% 193
2019
Q2
$617K Buy
43,802
+1,358
+3% +$19.1K 0.11% 178
2019
Q1
$652K Sell
42,444
-2,645
-6% -$40.6K 0.14% 159
2018
Q4
$595K Buy
45,089
+24,075
+115% +$318K 0.14% 148
2018
Q3
$366K Sell
21,014
-727
-3% -$12.7K 0.08% 230
2018
Q2
$375K Sell
21,741
-2,105
-9% -$36.3K 0.08% 213
2018
Q1
$339K Buy
23,846
+1,382
+6% +$19.6K 0.08% 217
2017
Q4
$388K Buy
22,464
+21,132
+1,586% +$365K 0.09% 202
2017
Q3
$23K Sell
1,332
-196
-13% -$3.38K 0.01% 266
2017
Q2
$27K Hold
1,528
0.01% 234
2017
Q1
$30K Buy
1,528
+374
+32% +$7.34K 0.01% 268
2016
Q4
$22K Buy
1,154
+144
+14% +$2.75K 0.01% 280
2016
Q3
$17K Hold
1,010
0.01% 305
2016
Q2
$15K Sell
1,010
-443
-30% -$6.58K 0.01% 313
2016
Q1
$10K Buy
1,453
+225
+18% +$1.55K ﹤0.01% 342
2015
Q4
$17K Buy
1,228
+122
+11% +$1.69K 0.01% 261
2015
Q3
$23K Sell
1,106
-226
-17% -$4.7K 0.01% 222
2015
Q2
$43K Buy
+1,332
New +$43K 0.03% 142