Gladstone Institutional Advisory’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
$1.71M Buy
94,229
+74
+0.1% +$1.34K 0.07% 260
2025
Q1
$1.75M Sell
94,155
-20,190
-18% -$375K 0.08% 244
2024
Q4
$2.24M Buy
114,345
+25,994
+29% +$509K 0.1% 208
2024
Q3
$1.42M Buy
88,351
+44,338
+101% +$712K 0.07% 274
2024
Q2
$714K Sell
44,013
-861
-2% -$14K 0.04% 358
2024
Q1
$706K Buy
44,874
+2,649
+6% +$41.7K 0.04% 350
2023
Q4
$583K Buy
42,225
+9,343
+28% +$129K 0.03% 387
2023
Q3
$461K Buy
32,882
+5,249
+19% +$73.6K 0.03% 397
2023
Q2
$351K Buy
27,633
+9,129
+49% +$116K 0.02% 478
2023
Q1
$231K Buy
18,504
+85
+0.5% +$1.06K 0.01% 585
2022
Q4
$219K Buy
18,419
+142
+0.8% +$1.69K 0.02% 577
2022
Q3
$202K Buy
18,277
+905
+5% +$10K 0.02% 583
2022
Q2
$173K Buy
+17,372
New +$173K 0.01% 612
2021
Q3
Sell
-34,187
Closed -$363K 560
2021
Q2
$363K Buy
+34,187
New +$363K 0.04% 359