Colonial Trust 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 | $69.6K | Hold |
3,840
| – | – | 0.01% | 296 |
|
2025
Q1 | $71.4K | Hold |
3,840
| – | – | 0.01% | 295 |
|
2024
Q4 | $75.2K | Hold |
3,840
| – | – | 0.01% | 271 |
|
2024
Q3 | $61.6K | Hold |
3,840
| – | – | 0.01% | 309 |
|
2024
Q2 | $62.3K | Hold |
3,840
| – | – | 0.01% | 295 |
|
2024
Q1 | $60.4K | Hold |
3,840
| – | – | 0.01% | 302 |
|
2023
Q4 | $53K | Sell |
3,840
-2,694
| -41% | -$37.2K | 0.01% | 311 |
|
2023
Q3 | $91.7K | Hold |
6,534
| – | – | 0.01% | 249 |
|
2023
Q2 | $83K | Sell |
6,534
-1,346
| -17% | -$17.1K | 0.01% | 278 |
|
2023
Q1 | $98.3K | Buy |
7,880
+4,040
| +105% | +$50.4K | 0.01% | 256 |
|
2022
Q4 | $45.6K | Buy |
+3,840
| New | +$45.6K | 0.01% | 340 |
|