Concord Wealth Partners’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 | $142K | Buy |
7,819
+139
| +2% | +$2.52K | 0.02% | 238 |
|
|
2025
Q1 | $143K | Sell |
7,680
-4,608
| -38% | -$85.7K | 0.02% | 213 |
|
|
2024
Q4 | $241K | Sell |
12,288
-1,024
| -8% | -$20.1K | 0.04% | 190 |
|
|
2024
Q3 | $214K | Buy |
13,312
+1,171
| +10% | +$18.8K | 0.04% | 197 |
|
|
2024
Q2 | $197K | Sell |
12,141
-879
| -7% | -$14.3K | 0.03% | 196 |
|
|
2024
Q1 | $205K | Buy |
13,020
+110
| +0.9% | +$1.73K | 0.04% | 206 |
|
|
2023
Q4 | $178K | Sell |
12,910
-839
| -6% | -$11.6K | 0.04% | 211 |
|
|
2023
Q3 | $193K | Buy |
13,749
+189
| +1% | +$2.65K | 0.04% | 202 |
|
|
2023
Q2 | $172K | Buy |
13,560
+6,933
| +105% | +$88K | 0.04% | 208 |
|
|
2023
Q1 | $82.6K | Buy |
6,627
+23
| +0.3% | +$287 | 0.02% | 274 |
|
|
2022
Q4 | $78.4K | Buy |
+6,604
| New | +$78.4K | 0.02% | 288 |
|
|
2022
Q3 | – | Sell |
-6,565
| Closed | -$66K | – | 454 |
|
|
2022
Q2 | $66K | Buy |
6,565
+17
| +0.3% | +$171 | 0.02% | 322 |
|
|
2022
Q1 | $73K | Buy |
6,548
+15
| +0.2% | +$167 | 0.02% | 361 |
|
|
2021
Q4 | $54K | Buy |
6,533
+901
| +16% | +$7.45K | 0.01% | 441 |
|
|
2021
Q3 | $54K | Hold |
5,632
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $60K | Hold |
5,632
| – | – | 0.02% | 320 |
|
|
2021
Q1 | $43K | Hold |
5,632
| – | – | 0.01% | 363 |
|
|
2020
Q4 | $35K | Buy |
+5,632
| New | +$35K | 0.03% | 245 |
|