Checchi Capital Advisers’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 | $492K | Buy |
27,154
+1,884
| +7% | +$34.2K | 0.03% | 335 |
|
|
2025
Q1 | $470K | Sell |
25,270
-4,416
| -15% | -$82.1K | 0.02% | 343 |
|
|
2024
Q4 | $582K | Buy |
29,686
+4,416
| +17% | +$86.5K | 0.03% | 287 |
|
|
2024
Q3 | $406K | Hold |
25,270
| – | – | 0.02% | 371 |
|
|
2024
Q2 | $410K | Hold |
25,270
| – | – | 0.02% | 361 |
|
|
2024
Q1 | $397K | Hold |
25,270
| – | – | 0.03% | 376 |
|
|
2023
Q4 | $349K | Hold |
25,270
| – | – | 0.03% | 389 |
|
|
2023
Q3 | $355K | Hold |
25,270
| – | – | 0.03% | 365 |
|
|
2023
Q2 | $321K | Sell |
25,270
-648
| -3% | -$8.23K | 0.03% | 409 |
|
|
2023
Q1 | $323K | Buy |
25,918
+336
| +1% | +$4.19K | 0.03% | 389 |
|
|
2022
Q4 | $304K | Buy |
25,582
+312
| +1% | +$3.7K | 0.03% | 395 |
|
|
2022
Q3 | $279K | Hold |
25,270
| – | – | 0.03% | 405 |
|
|
2022
Q2 | $286K | Hold |
25,270
| – | – | 0.02% | 428 |
|
|
2022
Q1 | $283K | Sell |
25,270
-23,413
| -48% | -$262K | 0.02% | 416 |
|
|
2021
Q4 | $401K | Hold |
48,683
| – | – | 0.04% | 314 |
|
|
2021
Q3 | $466K | Hold |
48,683
| – | – | 0.05% | 260 |
|
|
2021
Q2 | $518K | Hold |
48,683
| – | – | 0.05% | 241 |
|
|
2021
Q1 | $374K | Hold |
48,683
| – | – | 0.04% | 286 |
|
|
2020
Q4 | $301K | Hold |
48,683
| – | – | 0.03% | 326 |
|
|
2020
Q3 | $264K | Hold |
48,683
| – | – | 0.03% | 327 |
|
|
2020
Q2 | $347K | Hold |
48,683
| – | – | 0.04% | 257 |
|
|
2020
Q1 | $224K | Hold |
48,683
| – | – | 0.02% | 306 |
|
|
2019
Q4 | $625K | Buy |
48,683
+150
| +0.3% | +$1.93K | 0.08% | 160 |
|
|
2019
Q3 | $635K | Sell |
48,533
-21,088
| -30% | -$276K | 0.08% | 151 |
|
|
2019
Q2 | $980K | Buy |
+69,621
| New | +$980K | 0.12% | 104 |
|