Fiduciary Group’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 | $1.24M | Buy |
68,319
+15,210
| +29% | +$276K | 0.12% | 140 |
|
|
2025
Q1 | $987K | Buy |
53,109
+12,828
| +32% | +$238K | 0.1% | 154 |
|
|
2024
Q4 | $789K | Buy |
40,281
+3
| +0% | +$59 | 0.08% | 167 |
|
|
2024
Q3 | $646K | Buy |
40,278
+5,220
| +15% | +$83.8K | 0.07% | 174 |
|
|
2024
Q2 | $569K | Buy |
35,058
+4,543
| +15% | +$73.7K | 0.06% | 179 |
|
|
2024
Q1 | $480K | Buy |
30,515
+7
| +0% | +$110 | 0.05% | 187 |
|
|
2023
Q4 | $421K | Buy |
30,508
+12
| +0% | +$166 | 0.05% | 188 |
|
|
2023
Q3 | $428K | Sell |
30,496
-376
| -1% | -$5.28K | 0.05% | 178 |
|
|
2023
Q2 | $392K | Buy |
30,872
+21
| +0.1% | +$267 | 0.05% | 181 |
|
|
2023
Q1 | $385K | Buy |
30,851
+8,235
| +36% | +$103K | 0.05% | 181 |
|
|
2022
Q4 | $268K | Hold |
22,616
| – | – | 0.04% | 203 |
|
|
2022
Q3 | $279K | Buy |
22,616
+1,646
| +8% | +$20.3K | 0.04% | 203 |
|
|
2022
Q2 | $241K | Sell |
20,970
-3,468
| -14% | -$39.9K | 0.03% | 219 |
|
|
2022
Q1 | $262K | Hold |
24,438
| – | – | 0.03% | 198 |
|
|
2021
Q4 | $201K | Sell |
24,438
-4,000
| -14% | -$32.9K | 0.02% | 231 |
|
|
2021
Q3 | $280K | Buy |
28,438
+660
| +2% | +$6.5K | 0.03% | 203 |
|
|
2021
Q2 | $258K | Hold |
27,778
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $239K | Sell |
27,778
-1,500
| -5% | -$12.9K | 0.03% | 211 |
|
|
2020
Q4 | $199K | Buy |
29,278
+426
| +1% | +$2.9K | 0.03% | 213 |
|
|
2020
Q3 | $156K | Hold |
28,852
| – | – | 0.02% | 200 |
|
|
2020
Q2 | $205K | Hold |
28,852
| – | – | 0.03% | 188 |
|
|
2020
Q1 | $133K | Buy |
28,852
+97
| +0.3% | +$447 | 0.03% | 173 |
|
|
2019
Q4 | $369K | Sell |
28,755
-240
| -0.8% | -$3.08K | 0.06% | 150 |
|
|
2019
Q3 | $379K | Sell |
28,995
-2,441
| -8% | -$31.9K | 0.07% | 147 |
|
|
2019
Q2 | $443K | Sell |
31,436
-1,658
| -5% | -$23.4K | 0.08% | 136 |
|
|
2019
Q1 | $509K | Sell |
33,094
-100
| -0.3% | -$1.54K | 0.09% | 124 |
|
|
2018
Q4 | $438K | Buy |
+33,194
| New | +$438K | 0.09% | 121 |
|