First Dallas Securities’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-181,899	Closed	-$3.38M	–	126
2025 Q1	$3.38M	Buy	181,899 +3,145	+2%	+$61.3K	1.41%	17
2024 Q4	$3.5M	Buy	178,754 +2,616	+1%	+$46.3K	1.43%	17
2024 Q3	$2.83M	Sell	176,138 -5,655	-3%	-$91K	1.18%	24
2024 Q2	$2.95M	Buy	181,793 +2,517	+1%	+$39.6K	1.29%	23
2024 Q1	$2.82M	Buy	179,276 +23,804	+15%	+$347K	1.3%	21
2023 Q4	$2.15M	Buy	155,472 +143,722	+1,223%	+$1.95M	1.11%	27
2023 Q3	$165K	Sell	11,750 -132,622	-92%	-$1.76M	0.04%	134
2023 Q2	$1.83M	Buy	144,372 +61,948	+75%	+$785K	1.02%	32
2023 Q1	$1.03M	Buy	82,424 +6,300	+8%	+$79.6K	0.61%	46
2022 Q4	$904K	Buy	76,124 +11,500	+18%	+$138K	0.54%	50
2022 Q3	$712K	Hold	64,624	–	–	0.49%	53
2022 Q2	$645K	Sell	64,624 -3,000	-4%	-$33.6K	0.43%	58
2022 Q1	$757K	Buy	67,624 +25,500	+61%	+$253K	0.43%	58
2021 Q4	$347K	Sell	42,124 -2,250	-5%	-$20.4K	0.23%	91
2021 Q3	$425K	Sell	44,374 -1,500	-3%	-$14.4K	0.29%	78
2021 Q2	$488K	Sell	45,874 -6,750	-13%	-$64.7K	0.32%	71
2021 Q1	$404K	Sell	52,624 -500	-0.9%	-$3.65K	0.34%	72
2020 Q4	$328K	Buy	53,124 +8,500	+19%	+$51.4K	0.3%	76
2020 Q3	$242K	Buy	+44,624	New	+$283K	0.27%	73
2020 Q1	$137K	Buy	29,674 +11,550	+64%	+$123K	0.19%	69
2019 Q4	$233K	Buy	18,124 +394	+2%	+$4.86K	0.2%	75
2019 Q3	$232K	Buy	17,730 +250	+1%	+$3.48K	0.21%	73
2019 Q2	$246K	Buy	17,480 +1,950	+13%	+$28.9K	0.22%	72
2019 Q1	$239K	Buy	15,530 +1,000	+7%	+$14.9K	0.17%	79
2018 Q4	$192K	Buy	14,530 +1,080	+8%	+$16.4K	0.16%	91
2018 Q3	$234K	Buy	13,450 +700	+5%	+$12.4K	0.15%	90
2018 Q2	$220K	Hold	12,750	–	–	0.14%	96
2018 Q1	$181K	Buy	12,750 +1,750	+16%	+$29.1K	0.12%	106
2017 Q4	$190K	Buy	+11,000	New	+$187K	0.12%	106