Concurrent Investment 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 | $3.96M | Buy |
218,658
+51,676
| +31% | +$937K | 0.08% | 265 |
|
|
2025
Q1 | $3.1M | Buy |
166,982
+37,156
| +29% | +$691K | 0.08% | 266 |
|
|
2024
Q4 | $2.54M | Buy |
129,826
+33,723
| +35% | +$661K | 0.07% | 270 |
|
|
2024
Q3 | $1.54M | Buy |
96,103
+20,063
| +26% | +$322K | 0.05% | 370 |
|
|
2024
Q2 | $1.23M | Buy |
76,040
+16,346
| +27% | +$265K | 0.04% | 382 |
|
|
2024
Q1 | $939K | Buy |
59,694
+1,043
| +2% | +$16.4K | 0.04% | 378 |
|
|
2023
Q4 | $809K | Buy |
+58,651
| New | +$809K | 0.04% | 370 |
|