Coastal Bridge Advisors’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
$536K Sell
29,573
-188
-0.6% -$3.41K 0.04% 280
2025
Q1
$553K Buy
+29,761
New +$553K 0.14% 155
2020
Q3
Sell
-11,653
Closed -$83K 133
2020
Q2
$83K Buy
11,653
+269
+2% +$1.92K 0.03% 138
2020
Q1
$52K Buy
+11,384
New +$52K 0.02% 140
2019
Q4
Sell
-13,645
Closed -$178K 137
2019
Q3
$178K Buy
+13,645
New +$178K 0.06% 137