EFS
Essex Financial Services’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
38,175
-1,971
| -5% | -$35.7K | 0.05% | 343 |
|
|
2025
Q1 | $746K | Sell |
40,146
-500
| -1% | -$9.3K | 0.05% | 297 |
|
|
2024
Q4 | $796K | Sell |
40,646
-3,174
| -7% | -$62.2K | 0.06% | 284 |
|
|
2024
Q3 | $718K | Buy |
43,820
+31
| +0.1% | +$508 | 0.05% | 307 |
|
|
2024
Q2 | $712K | Buy |
43,789
+10,220
| +30% | +$166K | 0.05% | 299 |
|
|
2024
Q1 | $528K | Buy |
33,569
+708
| +2% | +$11.1K | 0.05% | 314 |
|
|
2023
Q4 | $453K | Buy |
32,861
+1,533
| +5% | +$21.2K | 0.05% | 323 |
|
|
2023
Q3 | $440K | Buy |
31,328
+3,923
| +14% | +$55K | 0.05% | 303 |
|
|
2023
Q2 | $348K | Buy |
27,405
+38
| +0.1% | +$483 | 0.04% | 340 |
|
|
2023
Q1 | $341K | Buy |
27,367
+1,835
| +7% | +$22.9K | 0.04% | 354 |
|
|
2022
Q4 | $303K | Sell |
25,532
-83
| -0.3% | -$985 | 0.03% | 355 |
|
|
2022
Q3 | $283K | Buy |
25,615
+28
| +0.1% | +$309 | 0.03% | 350 |
|
|
2022
Q2 | $255K | Buy |
25,587
+26
| +0.1% | +$259 | 0.03% | 400 |
|
|
2022
Q1 | $286K | Buy |
25,561
+10,023
| +65% | +$112K | 0.03% | 386 |
|
|
2021
Q4 | $128K | Buy |
15,538
+23
| +0.1% | +$189 | 0.01% | 490 |
|
|
2021
Q3 | $149K | Buy |
15,515
+1,193
| +8% | +$11.5K | 0.02% | 453 |
|
|
2021
Q2 | $110K | Hold |
14,322
| – | – | 0.02% | 460 |
|
|
2021
Q1 | $110K | Sell |
14,322
-5,635
| -28% | -$43.3K | 0.02% | 350 |
|
|
2020
Q4 | $123K | Sell |
19,957
-4,791
| -19% | -$29.5K | 0.02% | 320 |
|
|
2020
Q3 | $134K | Sell |
24,748
-6,298
| -20% | -$34.1K | 0.03% | 276 |
|
|
2020
Q2 | $221K | Buy |
+31,046
| New | +$221K | 0.07% | 231 |
|
|
2015
Q4 | – | Sell |
-11,933
| Closed | -$248K | – | 325 |
|
|
2015
Q3 | $248K | Buy |
11,933
+4,185
| +54% | +$87K | 0.06% | 262 |
|
|
2015
Q2 | $497K | Buy |
7,748
+9
| +0.1% | +$577 | 0.13% | 179 |
|
|
2015
Q1 | $490K | Buy |
7,739
+1,009
| +15% | +$63.9K | 0.13% | 185 |
|
|
2014
Q4 | $386K | Buy |
6,730
+692
| +11% | +$39.7K | 0.1% | 205 |
|
|
2014
Q3 | $373K | Buy |
+6,038
| New | +$373K | 0.11% | 195 |
|