B. Riley Wealth Advisors’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 | $1.76M | Buy |
+97,312
| New | +$1.76M | 0.08% | 224 |
|
|
2024
Q4 | $5.41M | Sell |
275,926
-303
| -0.1% | -$5.94K | 0.18% | 127 |
|
|
2024
Q3 | $4.44M | Sell |
276,229
-358,395
| -56% | -$5.76M | 0.12% | 177 |
|
|
2024
Q2 | $10.3M | Sell |
634,624
-214,312
| -25% | -$3.48M | 0.26% | 79 |
|
|
2024
Q1 | $11.9M | Buy |
848,936
+47,324
| +6% | +$664K | 0.32% | 63 |
|
|
2023
Q4 | $11.1M | Sell |
801,612
-47,324
| -6% | -$653K | 0.3% | 66 |
|
|
2023
Q3 | $11.9M | Buy |
848,936
+95,032
| +13% | +$1.33M | 0.32% | 63 |
|
|
2023
Q2 | $9.57M | Buy |
753,904
+66,204
| +10% | +$841K | 0.21% | 94 |
|
|
2023
Q1 | $8.58M | Buy |
687,700
+48,217
| +8% | +$601K | 0.23% | 94 |
|
|
2022
Q4 | $7.59M | Buy |
639,483
+78,588
| +14% | +$933K | 0.21% | 108 |
|
|
2022
Q3 | $6.19M | Buy |
560,895
+486,630
| +655% | +$5.37M | 0.19% | 122 |
|
|
2022
Q2 | $742K | Sell |
74,265
-1,779
| -2% | -$17.8K | 0.03% | 510 |
|
|
2022
Q1 | $851K | Sell |
76,044
-9,852
| -11% | -$110K | 0.03% | 537 |
|
|
2021
Q4 | $707K | Buy |
85,896
+7,023
| +9% | +$57.8K | 0.02% | 646 |
|
|
2021
Q3 | $756K | Sell |
78,873
-2,921
| -4% | -$28K | 0.02% | 617 |
|
|
2021
Q2 | $869K | Buy |
81,794
+11,688
| +17% | +$124K | 0.03% | 558 |
|
|
2021
Q1 | $539K | Buy |
70,106
+32,090
| +84% | +$247K | 0.02% | 700 |
|
|
2020
Q4 | $236K | Buy |
38,016
+1,100
| +3% | +$6.83K | 0.01% | 869 |
|
|
2020
Q3 | $202K | Buy |
36,916
+1,678
| +5% | +$9.18K | 0.01% | 840 |
|
|
2020
Q2 | $251K | Sell |
35,238
-23,627
| -40% | -$168K | 0.02% | 688 |
|
|
2020
Q1 | $271K | Buy |
58,865
+20,146
| +52% | +$92.7K | 0.02% | 573 |
|
|
2019
Q4 | $498K | Sell |
38,719
-1,516
| -4% | -$19.5K | 0.04% | 438 |
|
|
2019
Q3 | $528K | Sell |
40,235
-465
| -1% | -$6.1K | 0.05% | 390 |
|
|
2019
Q2 | $581K | Buy |
40,700
+6,999
| +21% | +$99.9K | 0.06% | 320 |
|
|
2019
Q1 | $508K | Buy |
33,701
+6,231
| +23% | +$93.9K | 0.06% | 339 |
|
|
2018
Q4 | $364K | Buy |
+27,470
| New | +$364K | 0.05% | 384 |
|
|
2017
Q2 | – | Sell |
-20,190
| Closed | -$399K | – | 531 |
|
|
2017
Q1 | $399K | Buy |
20,190
+253
| +1% | +$5K | 0.08% | 278 |
|
|
2016
Q4 | $386K | Buy |
19,937
+457
| +2% | +$8.85K | 0.08% | 286 |
|
|
2016
Q3 | $328K | Buy |
+19,480
| New | +$328K | 0.06% | 380 |
|
|
2015
Q3 | – | Sell |
-8,888
| Closed | -$286K | – | 573 |
|
|
2015
Q2 | $286K | Sell |
8,888
-9,780
| -52% | -$315K | 0.07% | 346 |
|
|
2015
Q1 | $591K | Sell |
18,668
-14,410
| -44% | -$456K | 0.14% | 185 |
|
|
2014
Q4 | $4.6K | Buy |
33,078
+16,292
| +97% | +$2.27K | 0.1% | 269 |
|
|
2014
Q3 | $518K | Sell |
16,786
-502
| -3% | -$15.5K | 0.13% | 202 |
|
|
2014
Q2 | $255K | Buy |
17,288
+8,592
| +99% | +$127K | 0.06% | 371 |
|
|
2014
Q1 | $203K | Buy |
+8,696
| New | +$203K | 0.06% | 382 |
|
|
2013
Q3 | – | Sell |
-7,352
| Closed | -$110K | – | 689 |
|
|
2013
Q2 | $110K | Buy |
+7,352
| New | +$110K | 0.04% | 519 |
|