Creative Planning’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
1,095,122
+62,160
| +6% | +$1.13M | 0.02% | 339 |
|
|
2025
Q1 | $19.2M | Buy |
1,032,962
+62,667
| +6% | +$1.16M | 0.02% | 336 |
|
|
2024
Q4 | $19M | Buy |
970,295
+174,196
| +22% | +$3.41M | 0.02% | 307 |
|
|
2024
Q3 | $12.8M | Buy |
796,099
+115,081
| +17% | +$1.85M | 0.01% | 368 |
|
|
2024
Q2 | $11M | Buy |
681,018
+36,668
| +6% | +$595K | 0.01% | 390 |
|
|
2024
Q1 | $10.1M | Buy |
644,350
+100,818
| +19% | +$1.59M | 0.01% | 403 |
|
|
2023
Q4 | $7.5M | Buy |
543,532
+25,659
| +5% | +$354K | 0.01% | 454 |
|
|
2023
Q3 | $7.27M | Buy |
517,873
+72,156
| +16% | +$1.01M | 0.01% | 430 |
|
|
2023
Q2 | $5.66M | Buy |
445,717
+23,571
| +6% | +$299K | 0.01% | 489 |
|
|
2023
Q1 | $5.26M | Sell |
422,146
-28,437
| -6% | -$355K | 0.01% | 494 |
|
|
2022
Q4 | $5.35M | Buy |
450,583
+74,921
| +20% | +$889K | 0.01% | 473 |
|
|
2022
Q3 | $4.14M | Sell |
375,662
-20,800
| -5% | -$229K | 0.01% | 480 |
|
|
2022
Q2 | $3.96M | Buy |
396,462
+50,415
| +15% | +$503K | 0.01% | 516 |
|
|
2022
Q1 | $3.87M | Sell |
346,047
-41,918
| -11% | -$469K | 0.01% | 521 |
|
|
2021
Q4 | $3.19M | Sell |
387,965
-14,131
| -4% | -$116K | 0.01% | 545 |
|
|
2021
Q3 | $3.85M | Buy |
402,096
+54,228
| +16% | +$519K | 0.01% | 489 |
|
|
2021
Q2 | $3.7M | Sell |
347,868
-1,459,274
| -81% | -$15.5M | 0.01% | 485 |
|
|
2021
Q1 | $13.9M | Buy |
1,807,142
+227,748
| +14% | +$1.75M | 0.03% | 222 |
|
|
2020
Q4 | $9.76M | Buy |
1,579,394
+28,387
| +2% | +$175K | 0.02% | 261 |
|
|
2020
Q3 | $8.41M | Sell |
1,551,007
-13,283
| -0.8% | -$72K | 0.02% | 235 |
|
|
2020
Q2 | $11.1M | Sell |
1,564,290
-744,103
| -32% | -$5.3M | 0.03% | 179 |
|
|
2020
Q1 | $10.6M | Sell |
2,308,393
-557,465
| -19% | -$2.56M | 0.04% | 163 |
|
|
2019
Q4 | $36.8M | Sell |
2,865,858
-222,426
| -7% | -$2.85M | 0.11% | 80 |
|
|
2019
Q3 | $40.4M | Sell |
3,088,284
-154,252
| -5% | -$2.02M | 0.13% | 69 |
|
|
2019
Q2 | $45.7M | Sell |
3,242,536
-96,484
| -3% | -$1.36M | 0.15% | 64 |
|
|
2019
Q1 | $51.3M | Sell |
3,339,020
-118,007
| -3% | -$1.81M | 0.18% | 54 |
|
|
2018
Q4 | $45.7M | Buy |
3,457,027
+3,342,109
| +2,908% | +$44.1M | 0.19% | 54 |
|
|
2018
Q3 | $2M | Sell |
114,918
-4,247
| -4% | -$74K | 0.01% | 480 |
|
|
2018
Q2 | $2.06M | Buy |
119,165
+3,423
| +3% | +$59.1K | 0.01% | 461 |
|
|
2018
Q1 | $1.65M | Sell |
115,742
-8,042
| -6% | -$114K | 0.01% | 515 |
|
|
2017
Q4 | $2.14M | Sell |
123,784
-13,717
| -10% | -$237K | 0.01% | 435 |
|
|
2017
Q3 | $2.39M | Buy |
137,501
+5,877
| +4% | +$102K | 0.01% | 408 |
|
|
2017
Q2 | $2.36M | Buy |
131,624
+11,145
| +9% | +$200K | 0.01% | 389 |
|
|
2017
Q1 | $2.38M | Buy |
120,479
+17,950
| +18% | +$354K | 0.01% | 370 |
|
|
2016
Q4 | $1.98M | Sell |
102,529
-613
| -0.6% | -$11.8K | 0.01% | 406 |
|
|
2016
Q3 | $1.73M | Buy |
103,142
+2,765
| +3% | +$46.4K | 0.01% | 421 |
|
|
2016
Q2 | $1.44M | Buy |
100,377
+8,413
| +9% | +$121K | 0.01% | 419 |
|
|
2016
Q1 | $656K | Buy |
91,964
+13,190
| +17% | +$94.1K | 0.01% | 647 |
|
|
2015
Q4 | $1.08M | Sell |
78,774
-1,331
| -2% | -$18.3K | 0.01% | 481 |
|
|
2015
Q3 | $1.67M | Buy |
80,105
+52,710
| +192% | +$1.1M | 0.01% | 335 |
|
|
2015
Q2 | $1.76M | Buy |
27,395
+1,222
| +5% | +$78.4K | 0.02% | 325 |
|
|
2015
Q1 | $1.66M | Buy |
26,173
+2,191
| +9% | +$139K | 0.02% | 324 |
|
|
2014
Q4 | $1.38M | Sell |
23,982
-355
| -1% | -$20.4K | 0.01% | 355 |
|
|
2014
Q3 | $1.5M | Hold |
24,337
| – | – | 0.02% | 300 |
|
|
2014
Q2 | $1.43M | Sell |
24,337
-7,244
| -23% | -$427K | 0.02% | 296 |
|
|
2014
Q1 | $1.48M | Buy |
31,581
+19,068
| +152% | +$891K | 0.02% | 264 |
|
|
2013
Q4 | $1.02M | Buy |
12,513
+2,826
| +29% | +$231K | 0.02% | 296 |
|
|
2013
Q3 | $637K | Buy |
9,687
+1,690
| +21% | +$111K | 0.01% | 373 |
|
|
2013
Q2 | $478K | Buy |
+7,997
| New | +$478K | 0.01% | 416 |
|