Financial Advocates Investment 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
$183K Sell
10,074
-2,392
-19% -$43.4K 0.01% 585
2025
Q1
$232K Sell
12,466
-5,769
-32% -$107K 0.02% 633
2024
Q4
$357K Buy
18,235
+2,006
+12% +$39.3K 0.02% 552
2024
Q3
$260K Sell
16,229
-744
-4% -$11.9K 0.01% 639
2024
Q2
$275K Sell
16,973
-2,271
-12% -$36.8K 0.02% 594
2024
Q1
$303K Buy
19,244
+7
+0% +$110 0.02% 588
2023
Q4
$265K Buy
19,237
+66
+0.3% +$911 0.02% 597
2023
Q3
$269K Sell
19,171
-429
-2% -$6.02K 0.02% 556
2023
Q2
$249K Buy
19,600
+85
+0.4% +$1.08K 0.02% 573
2023
Q1
$243K Sell
19,515
-46,624
-70% -$581K 0.02% 613
2022
Q4
$785K Buy
66,139
+52,477
+384% +$623K 0.06% 335
2022
Q3
$151K Buy
13,662
+2,829
+26% +$31.3K 0.01% 701
2022
Q2
$108K Sell
10,833
-765
-7% -$7.63K 0.01% 653
2022
Q1
$129K Sell
11,598
-10,827
-48% -$120K 0.01% 699
2021
Q4
$1.06M Buy
22,425
+8,260
+58% +$390K 0.07% 304
2021
Q3
$135K Sell
14,165
-1,740
-11% -$16.6K 0.01% 715
2021
Q2
$173K Sell
15,905
-2,154
-12% -$23.4K 0.01% 694
2021
Q1
$138K Buy
18,059
+2,501
+16% +$19.1K 0.01% 709
2020
Q4
$96K Buy
15,558
+1,437
+10% +$8.87K 0.01% 696
2020
Q3
$76K Sell
14,121
-3,849
-21% -$20.7K 0.01% 607
2020
Q2
$128K Buy
17,970
+5,162
+40% +$36.8K 0.01% 571
2020
Q1
$59K Buy
12,808
+37
+0.3% +$170 0.01% 461
2019
Q4
$164K Buy
12,771
+1,948
+18% +$25K 0.02% 491
2019
Q3
$141K Sell
10,823
-576
-5% -$7.5K 0.02% 468
2019
Q2
$160K Buy
11,399
+11
+0.1% +$154 0.02% 452
2019
Q1
$175K Buy
+11,388
New +$175K 0.02% 446