Cerity 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 | $6.02M | Sell |
331,960
-3,789
| -1% | -$68.7K | 0.01% | 727 |
|
|
2025
Q1 | $6.24M | Buy |
335,749
+27,162
| +9% | +$505K | 0.01% | 646 |
|
|
2024
Q4 | $5.87M | Buy |
308,587
+66,056
| +27% | +$1.26M | 0.01% | 652 |
|
|
2024
Q3 | $3.89M | Buy |
242,531
+54,611
| +29% | +$877K | 0.01% | 814 |
|
|
2024
Q2 | $3.05M | Sell |
187,920
-37,507
| -17% | -$608K | 0.01% | 750 |
|
|
2024
Q1 | $3.55M | Buy |
225,427
+17,718
| +9% | +$279K | 0.01% | 762 |
|
|
2023
Q4 | $2.87M | Buy |
207,709
+122,203
| +143% | +$1.69M | 0.01% | 664 |
|
|
2023
Q3 | $1.2M | Sell |
85,506
-48,567
| -36% | -$681K | 0.01% | 699 |
|
|
2023
Q2 | $1.7M | Buy |
134,073
+37,863
| +39% | +$481K | 0.01% | 766 |
|
|
2023
Q1 | $1.2M | Buy |
96,210
+19,349
| +25% | +$241K | ﹤0.01% | 901 |
|
|
2022
Q4 | $913K | Buy |
76,861
+19,571
| +34% | +$232K | 0.01% | 719 |
|
|
2022
Q3 | $632K | Sell |
57,290
-570
| -1% | -$6.29K | 0.01% | 628 |
|
|
2022
Q2 | $577K | Buy |
57,860
+94
| +0.2% | +$937 | 0.01% | 701 |
|
|
2022
Q1 | $415K | Buy |
57,766
+34,684
| +150% | +$249K | 0.01% | 635 |
|
|
2021
Q4 | $190K | Sell |
23,082
-5,124
| -18% | -$42.2K | ﹤0.01% | 938 |
|
|
2021
Q3 | $270K | Buy |
28,206
+163
| +0.6% | +$1.56K | 0.01% | 589 |
|
|
2021
Q2 | $298K | Sell |
28,043
-95
| -0.3% | -$1.01K | 0.01% | 578 |
|
|
2021
Q1 | $216K | Sell |
28,138
-7,059
| -20% | -$54.2K | 0.01% | 639 |
|
|
2020
Q4 | $218K | Sell |
35,197
-6,161
| -15% | -$38.2K | 0.01% | 577 |
|
|
2020
Q3 | $224K | Buy |
41,358
+19,999
| +94% | +$108K | 0.01% | 450 |
|
|
2020
Q2 | $152K | Buy |
21,359
+2,477
| +13% | +$17.6K | 0.01% | 430 |
|
|
2020
Q1 | $87K | Sell |
18,882
-186,129
| -91% | -$858K | 0.01% | 429 |
|
|
2019
Q4 | $2.63M | Buy |
205,011
+187,919
| +1,099% | +$2.41M | 0.13% | 133 |
|
|
2019
Q3 | $224K | Buy |
17,092
+100
| +0.6% | +$1.31K | 0.01% | 438 |
|
|
2019
Q2 | $239K | Sell |
16,992
-2,481
| -13% | -$34.9K | 0.02% | 428 |
|
|
2019
Q1 | $299K | Buy |
19,473
+753
| +4% | +$11.6K | 0.02% | 422 |
|
|
2018
Q4 | $247K | Buy |
+18,720
| New | +$247K | 0.02% | 441 |
|
|
2017
Q2 | – | Sell |
-42,480
| Closed | -$838K | – | 371 |
|
|
2017
Q1 | $838K | Buy |
+42,480
| New | +$838K | 0.07% | 201 |
|