Clifford Swan Investment Counsel’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 | $240K | Hold |
13,263
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $247K | Hold |
13,263
| – | – | 0.01% | 290 |
|
|
2024
Q4 | $260K | Hold |
13,263
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $213K | Hold |
13,263
| – | – | 0.01% | 305 |
|
|
2024
Q2 | $215K | Hold |
13,263
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $209K | Hold |
13,263
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $183K | Hold |
13,263
| – | – | 0.01% | 296 |
|
|
2023
Q3 | $186K | Hold |
13,263
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $168K | Sell |
13,263
-200
| -1% | -$2.54K | 0.01% | 296 |
|
|
2023
Q1 | $168K | Buy |
13,463
+80
| +0.6% | +$998 | 0.01% | 292 |
|
|
2022
Q4 | $159K | Sell |
13,383
-16,925
| -56% | -$201K | 0.01% | 302 |
|
|
2022
Q3 | $334K | Sell |
30,308
-960
| -3% | -$10.6K | 0.02% | 245 |
|
|
2022
Q2 | $312K | Hold |
31,268
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $350K | Hold |
31,268
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $257K | Sell |
31,268
-600
| -2% | -$4.93K | 0.01% | 305 |
|
|
2021
Q3 | $316K | Hold |
31,868
| – | – | 0.01% | 275 |
|
|
2021
Q2 | $295K | Buy |
31,868
+200
| +0.6% | +$1.85K | 0.01% | 275 |
|
|
2021
Q1 | $243K | Hold |
31,668
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $196K | Sell |
31,668
-1,632
| -5% | -$10.1K | 0.01% | 313 |
|
|
2020
Q3 | $180K | Hold |
33,300
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $237K | Hold |
33,300
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $153K | Sell |
33,300
-1,200
| -3% | -$5.51K | 0.01% | 283 |
|
|
2019
Q4 | $443K | Sell |
34,500
-703
| -2% | -$9.03K | 0.02% | 225 |
|
|
2019
Q3 | $460K | Sell |
35,203
-926
| -3% | -$12.1K | 0.02% | 214 |
|
|
2019
Q2 | $509K | Hold |
36,129
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $555K | Buy |
36,129
+7,290
| +25% | +$112K | 0.03% | 198 |
|
|
2018
Q4 | $381K | Buy |
+28,839
| New | +$381K | 0.02% | 224 |
|