EP Wealth Advisors’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 | $1.08M | Buy |
59,537
+7,252
| +14% | +$131K | 0.01% | 543 |
|
|
2025
Q1 | $972K | Sell |
52,285
-1,041
| -2% | -$19.4K | 0.01% | 510 |
|
|
2024
Q4 | $1.04M | Sell |
53,326
-8,167
| -13% | -$160K | 0.01% | 487 |
|
|
2024
Q3 | $987K | Buy |
61,493
+20,699
| +51% | +$332K | 0.01% | 499 |
|
|
2024
Q2 | $662K | Buy |
40,794
+1,315
| +3% | +$21.3K | 0.01% | 474 |
|
|
2024
Q1 | $621K | Sell |
39,479
-5,583
| -12% | -$87.8K | 0.01% | 471 |
|
|
2023
Q4 | $622K | Buy |
45,062
+14,198
| +46% | +$196K | 0.01% | 454 |
|
|
2023
Q3 | $433K | Buy |
30,864
+20,864
| +209% | +$293K | 0.01% | 481 |
|
|
2023
Q2 | $402K | Buy |
10,000
+8,695
| +666% | +$349K | 0.01% | 506 |
|
|
2023
Q1 | $273K | Sell |
1,305
-20,504
| -94% | -$4.29M | ﹤0.01% | 507 |
|
|
2022
Q4 | $259K | Buy |
21,809
+867
| +4% | +$10.3K | ﹤0.01% | 495 |
|
|
2022
Q3 | $231K | Buy |
20,942
+9,031
| +76% | +$99.6K | 0.01% | 305 |
|
|
2022
Q2 | $119K | Sell |
11,911
-2,271
| -16% | -$22.7K | ﹤0.01% | 623 |
|
|
2022
Q1 | $159K | Buy |
+14,182
| New | +$159K | ﹤0.01% | 594 |
|
|
2020
Q1 | – | Sell |
-33,381
| Closed | -$428K | – | 395 |
|
|
2019
Q4 | $428K | Buy |
+33,381
| New | +$428K | 0.02% | 292 |
|