Forum Financial 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 | $2.17M | Buy |
119,645
+1,744
| +1% | +$31.6K | 0.03% | 116 |
|
|
2025
Q1 | $2.19M | Sell |
117,901
-8,493
| -7% | -$158K | 0.04% | 107 |
|
|
2024
Q4 | $2.48M | Buy |
126,394
+2,797
| +2% | +$54.8K | 0.04% | 94 |
|
|
2024
Q3 | $1.98M | Buy |
123,597
+1,035
| +0.8% | +$16.6K | 0.03% | 108 |
|
|
2024
Q2 | $1.99M | Buy |
122,562
+3,487
| +3% | +$56.6K | 0.04% | 103 |
|
|
2024
Q1 | $1.87M | Buy |
119,075
+3,929
| +3% | +$61.8K | 0.03% | 118 |
|
|
2023
Q4 | $1.59M | Sell |
115,146
-9,802
| -8% | -$135K | 0.03% | 113 |
|
|
2023
Q3 | $1.75M | Buy |
124,948
+114,710
| +1,120% | +$1.61M | 0.04% | 96 |
|
|
2023
Q2 | $130K | Buy |
+10,238
| New | +$130K | ﹤0.01% | 632 |
|
|
2023
Q1 | – | Sell |
-10,709
| Closed | -$127K | – | 631 |
|
|
2022
Q4 | $127K | Buy |
+10,709
| New | +$127K | ﹤0.01% | 564 |
|