CFGSD
Compass Financial Group (South Dakota)’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
50,273
+13
| +0% | +$236 | 0.15% | 41 |
|
|
2025
Q1 | $934K | Buy |
50,260
+151
| +0.3% | +$2.81K | 0.18% | 39 |
|
|
2024
Q4 | $982K | Buy |
50,109
+12
| +0% | +$235 | 0.19% | 38 |
|
|
2024
Q3 | $804K | Buy |
50,097
+248
| +0.5% | +$3.98K | 0.16% | 38 |
|
|
2024
Q2 | $809K | Sell |
49,849
-691
| -1% | -$11.2K | 0.18% | 37 |
|
|
2024
Q1 | $795K | Sell |
50,540
-1,306
| -3% | -$20.5K | 0.18% | 36 |
|
|
2023
Q4 | $715K | Sell |
51,846
-627
| -1% | -$8.65K | 0.19% | 39 |
|
|
2023
Q3 | $736K | Buy |
52,473
+5,014
| +11% | +$70.3K | 0.22% | 39 |
|
|
2023
Q2 | $603K | Buy |
47,459
+215
| +0.5% | +$2.73K | 0.18% | 42 |
|
|
2023
Q1 | $589K | Buy |
47,244
+501
| +1% | +$6.25K | 0.19% | 40 |
|
|
2022
Q4 | $555K | Buy |
+46,743
| New | +$555K | 0.2% | 41 |
|