Diversify Advisory Services’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
$1.53M Buy
88,145
+18,208
+26% +$317K 0.06% 229
2025
Q1
$1.19M Sell
69,937
-847,878
-92% -$14.4M 0.07% 192
2024
Q4
$17.8M Buy
917,815
+11,026
+1% +$214K 0.98% 18
2024
Q3
$14.9M Buy
906,789
+51,785
+6% +$848K 0.8% 20
2024
Q2
$13.8M Buy
855,004
+26,123
+3% +$421K 0.76% 24
2024
Q1
$13M Buy
+828,881
New +$13M 0.77% 29