CreativeOne 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 | $1.01M | Buy |
55,656
+7,239
| +15% | +$131K | 0.03% | 531 |
|
|
2025
Q1 | $900K | Buy |
48,417
+18
| +0% | +$335 | 0.03% | 514 |
|
|
2024
Q4 | $948K | Buy |
48,399
+5,312
| +12% | +$104K | 0.03% | 483 |
|
|
2024
Q3 | $692K | Buy |
43,087
+9,335
| +28% | +$150K | 0.02% | 529 |
|
|
2024
Q2 | $547K | Buy |
33,752
+8,942
| +36% | +$145K | 0.03% | 452 |
|
|
2024
Q1 | $390K | Buy |
24,810
+3,141
| +14% | +$49.4K | 0.02% | 642 |
|
|
2023
Q4 | $299K | Sell |
21,669
-75,674
| -78% | -$1.04M | 0.02% | 501 |
|
|
2023
Q3 | $1.37M | Sell |
97,343
-848
| -0.9% | -$11.9K | 0.1% | 190 |
|
|
2023
Q2 | $1.25M | Buy |
98,191
+3,555
| +4% | +$45.1K | 0.06% | 289 |
|
|
2023
Q1 | $1.18M | Buy |
94,636
+4,963
| +6% | +$61.9K | 0.06% | 275 |
|
|
2022
Q4 | $1.06M | Buy |
89,673
+2,618
| +3% | +$31.1K | 0.06% | 278 |
|
|
2022
Q3 | $960K | Buy |
87,055
+2,060
| +2% | +$22.7K | 0.06% | 269 |
|
|
2022
Q2 | $848K | Sell |
84,995
-795
| -0.9% | -$7.93K | 0.05% | 292 |
|
|
2022
Q1 | $960K | Buy |
85,790
+2,770
| +3% | +$31K | 0.05% | 283 |
|
|
2021
Q4 | $683K | Buy |
83,020
+13,896
| +20% | +$114K | 0.03% | 368 |
|
|
2021
Q3 | $662K | Buy |
69,124
+2,600
| +4% | +$24.9K | 0.04% | 338 |
|
|
2021
Q2 | $707K | Sell |
66,524
-1,113
| -2% | -$11.8K | 0.04% | 316 |
|
|
2021
Q1 | $519K | Buy |
67,637
+19,534
| +41% | +$150K | 0.04% | 325 |
|
|
2020
Q4 | $297K | Buy |
+48,103
| New | +$297K | 0.02% | 375 |
|