Corient Private Wealth’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
$30.7M Buy
1,690,769
+1,168,438
+224% +$21.2M 0.03% 352
2025
Q1
$9.71M Sell
522,331
-1,156,202
-69% -$21.5M 0.02% 524
2024
Q4
$10.7M Buy
1,678,533
+9,192
+0.6% +$58.3K 0.02% 503
2024
Q3
$26.8M Sell
1,669,341
-29,878
-2% -$480K 0.04% 355
2024
Q2
$27.6M Buy
1,699,219
+36,984
+2% +$600K 0.05% 326
2024
Q1
$26.1M Buy
1,662,235
+38,084
+2% +$599K 0.05% 338
2023
Q4
$22.4M Buy
1,624,151
+26,575
+2% +$367K 0.04% 367
2023
Q3
$22.4M Buy
1,597,576
+9,413
+0.6% +$132K 0.05% 324
2023
Q2
$20.2M Buy
1,588,163
+89,525
+6% +$1.14M 0.05% 334
2023
Q1
$18.7M Buy
1,498,638
+77,312
+5% +$964K 0.05% 325
2022
Q4
$16.9M Buy
+1,421,326
New +$16.9M 0.06% 290