Clifford Swan Investment Counsel’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Hold |
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|
2025
Q2 | $240K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $260K | Hold |
|
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $183K | Hold |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $168K | Sell |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $159K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $350K | Hold |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $196K | Sell |
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|
2020
Q3 | $180K | Hold |
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|
2020
Q2 | $237K | Hold |
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|
2020
Q1 | $153K | Sell |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $460K | Sell |
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|
2019
Q2 | $509K | Hold |
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|
2019
Q1 | $555K | Buy |
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|
2018
Q4 | $381K | Buy |
|