Empirical Wealth Management’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
$565K Sell
31,188
-2,033
-6% -$36.9K 0.01% 399
2025
Q1
$618K Sell
33,221
-783
-2% -$14.6K 0.02% 367
2024
Q4
$666K Buy
34,004
+3,775
+12% +$74K 0.02% 337
2024
Q3
$485K Buy
30,229
+373
+1% +$5.99K 0.01% 371
2024
Q2
$484K Sell
29,856
-2,867
-9% -$46.5K 0.01% 366
2024
Q1
$515K Buy
32,723
+13,294
+68% +$209K 0.02% 337
2023
Q4
$268K Buy
19,429
+332
+2% +$4.58K 0.01% 418
2023
Q3
$268K Sell
19,097
-4,737
-20% -$66.5K 0.01% 389
2023
Q2
$303K Buy
23,834
+6,552
+38% +$83.2K 0.01% 370
2023
Q1
$216K Buy
17,282
+29
+0.2% +$362 0.01% 434
2022
Q4
$205K Buy
17,253
+232
+1% +$2.75K 0.01% 434
2022
Q3
$188K Buy
17,021
+800
+5% +$8.84K 0.01% 443
2022
Q2
$162K Sell
16,221
-4,500
-22% -$44.9K 0.01% 446
2022
Q1
$232K Hold
20,721
0.01% 444
2021
Q4
$171K Hold
20,721
0.01% 504
2021
Q3
$199K Sell
20,721
-640
-3% -$6.15K 0.01% 433
2021
Q2
$227K Buy
+21,361
New +$227K 0.01% 406