FineMark National Bank & Trust’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 | $669K | Sell |
36,894
-3,035
| -8% | -$55K | 0.02% | 267 |
|
|
2025
Q1 | $742K | Buy |
39,929
+2,284
| +6% | +$42.5K | 0.03% | 246 |
|
|
2024
Q4 | $737K | Sell |
37,645
-470
| -1% | -$9.21K | 0.03% | 244 |
|
|
2024
Q3 | $612K | Buy |
38,115
+612
| +2% | +$9.82K | 0.02% | 258 |
|
|
2024
Q2 | $608K | Sell |
37,503
-4,500
| -11% | -$73K | 0.02% | 252 |
|
|
2024
Q1 | $661K | Buy |
42,003
+4,562
| +12% | +$71.8K | 0.02% | 246 |
|
|
2023
Q4 | $517K | Buy |
37,441
+3,729
| +11% | +$51.5K | 0.02% | 277 |
|
|
2023
Q3 | $473K | Buy |
33,712
+734
| +2% | +$10.3K | 0.02% | 280 |
|
|
2023
Q2 | $419K | Sell |
32,978
-791
| -2% | -$10K | 0.02% | 297 |
|
|
2023
Q1 | $421K | Buy |
33,769
+16,260
| +93% | +$203K | 0.02% | 291 |
|
|
2022
Q4 | $208K | Buy |
17,509
+986
| +6% | +$11.7K | 0.01% | 386 |
|
|
2022
Q3 | $182K | Buy |
+16,523
| New | +$182K | 0.01% | 371 |
|
|
2020
Q4 | – | Sell |
-10,392
| Closed | -$56K | – | 422 |
|
|
2020
Q3 | $56K | Hold |
10,392
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $74K | Hold |
10,392
| – | – | ﹤0.01% | 361 |
|
|
2020
Q1 | $48K | Buy |
10,392
+300
| +3% | +$1.39K | ﹤0.01% | 339 |
|
|
2019
Q4 | $129K | Sell |
10,092
-12,812
| -56% | -$164K | 0.01% | 371 |
|
|
2019
Q3 | $300K | Buy |
+22,904
| New | +$300K | 0.02% | 298 |
|
|
2019
Q2 | – | Sell |
-41,606
| Closed | -$639K | – | 364 |
|
|
2019
Q1 | $639K | Hold |
41,606
| – | – | 0.04% | 209 |
|
|
2018
Q4 | $550K | Buy |
+41,606
| New | +$550K | 0.04% | 223 |
|
|
2017
Q1 | – | Sell |
-4,770
| Closed | -$92K | – | 564 |
|
|
2016
Q4 | $92K | Hold |
4,770
| – | – | 0.01% | 488 |
|
|
2016
Q3 | $80K | Buy |
4,770
+690
| +17% | +$11.6K | 0.01% | 511 |
|
|
2016
Q2 | $59K | Buy |
+4,080
| New | +$59K | 0.01% | 550 |
|
|
2013
Q4 | – | Sell |
-12,168
| Closed | -$200K | – | 1578 |
|
|
2013
Q3 | $200K | Sell |
12,168
-144
| -1% | -$2.37K | 0.05% | 298 |
|
|
2013
Q2 | $184K | Buy |
+12,312
| New | +$184K | 0.06% | 288 |
|