Bard Financial Services’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 | $1.24M | Hold |
68,250
| – | – | 0.15% | 107 |
|
|
2025
Q1 | $1.27M | Buy |
68,250
+12,500
| +22% | +$232K | 0.16% | 100 |
|
|
2024
Q4 | $1.09M | Hold |
55,750
| – | – | 0.13% | 108 |
|
|
2024
Q3 | $895K | Sell |
55,750
-15,000
| -21% | -$241K | 0.11% | 119 |
|
|
2024
Q2 | $1.15M | Buy |
70,750
+10,000
| +16% | +$162K | 0.12% | 113 |
|
|
2024
Q1 | $956K | Hold |
60,750
| – | – | 0.1% | 121 |
|
|
2023
Q4 | $838K | Hold |
60,750
| – | – | 0.09% | 125 |
|
|
2023
Q3 | $852K | Buy |
60,750
+2,500
| +4% | +$35.1K | 0.11% | 120 |
|
|
2023
Q2 | $740K | Buy |
58,250
+6,250
| +12% | +$79.4K | 0.06% | 186 |
|
|
2023
Q1 | $648K | Hold |
52,000
| – | – | 0.05% | 194 |
|
|
2022
Q4 | $617K | Buy |
52,000
+20,750
| +66% | +$246K | 0.05% | 192 |
|
|
2022
Q3 | $345K | Buy |
31,250
+16,250
| +108% | +$179K | 0.03% | 223 |
|
|
2022
Q2 | $150K | Buy |
+15,000
| New | +$150K | 0.01% | 276 |
|