Capital Advisory Group Advisory 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 | $745K | Sell |
41,086
-24,763
| -38% | -$449K | 0.27% | 84 |
|
|
2025
Q1 | $1.22M | Sell |
65,849
-21,760
| -25% | -$405K | 0.47% | 63 |
|
|
2024
Q4 | $1.72M | Buy |
87,609
+24,564
| +39% | +$481K | 0.62% | 50 |
|
|
2024
Q3 | $1.01M | Buy |
63,045
+18,919
| +43% | +$304K | 0.4% | 65 |
|
|
2024
Q2 | $716K | Buy |
44,126
+12,313
| +39% | +$200K | 0.31% | 75 |
|
|
2024
Q1 | $500K | Buy |
31,813
+6,348
| +25% | +$99.9K | 0.24% | 90 |
|
|
2023
Q4 | $351K | Hold |
25,465
| – | – | 0.19% | 102 |
|
|
2023
Q3 | $357K | Hold |
25,465
| – | – | 0.2% | 106 |
|
|
2023
Q2 | $323K | Buy |
25,465
+2,695
| +12% | +$34.2K | 0.23% | 66 |
|
|
2023
Q1 | $284K | Buy |
22,770
+2,920
| +15% | +$36.4K | 0.17% | 120 |
|
|
2022
Q4 | $236K | Hold |
19,850
| – | – | 0.16% | 117 |
|
|
2022
Q3 | $219K | Buy |
19,850
+1,900
| +11% | +$21K | 0.15% | 124 |
|
|
2022
Q2 | $192K | Hold |
17,950
| – | – | 0.11% | 139 |
|
|
2022
Q1 | $201K | Buy |
+17,950
| New | +$201K | 0.09% | 154 |
|
|
2021
Q4 | – | Sell |
-950
| Closed | -$9K | – | 265 |
|
|
2021
Q3 | $9K | Buy |
+950
| New | +$9K | ﹤0.01% | 402 |
|
|
2021
Q2 | – | Sell |
-950
| Closed | -$7K | – | 542 |
|
|
2021
Q1 | $7K | Hold |
950
| – | – | ﹤0.01% | 420 |
|
|
2020
Q4 | $6K | Hold |
950
| – | – | ﹤0.01% | 415 |
|
|
2020
Q3 | $5K | Hold |
950
| – | – | ﹤0.01% | 378 |
|
|
2020
Q2 | $7K | Hold |
950
| – | – | ﹤0.01% | 336 |
|
|
2020
Q1 | $4K | Buy |
+950
| New | +$4K | 0.01% | 320 |
|
|
2019
Q4 | – | Sell |
-950
| Closed | -$12K | – | 268 |
|
|
2019
Q3 | $12K | Hold |
950
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $13K | Hold |
950
| – | – | 0.01% | 257 |
|
|
2019
Q1 | $15K | Hold |
950
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $13K | Hold |
950
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $17K | Hold |
950
| – | – | 0.01% | 208 |
|
|
2018
Q2 | $16K | Hold |
950
| – | – | 0.01% | 199 |
|
|
2018
Q1 | $13K | Buy |
+950
| New | +$13K | 0.01% | 214 |
|