Global Retirement Partners’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
$3.85M Buy
+212,257
New +$3.85M 0.1% 197
2024
Q4
$4.12M Sell
210,098
-27,040
-11% -$530K 0.12% 170
2024
Q3
$3.81M Sell
237,138
-13,481
-5% -$216K 0.12% 174
2024
Q2
$4.07M Buy
250,619
+119,476
+91% +$1.94M 0.13% 158
2024
Q1
$2.06M Sell
131,143
-4,005
-3% -$63K 0.08% 235
2023
Q4
$1.88M Buy
135,148
+1,923
+1% +$26.7K 0.08% 232
2023
Q3
$1.78M Sell
133,225
-969
-0.7% -$12.9K 0.09% 205
2023
Q2
$1.7M Buy
134,194
+2,098
+2% +$26.6K 0.08% 223
2023
Q1
$1.67M Buy
132,096
+13,449
+11% +$170K 0.09% 221
2022
Q4
$1.41M Buy
118,647
+54,128
+84% +$643K 0.1% 207
2022
Q3
$824K Buy
64,519
+14,854
+30% +$190K 0.06% 275
2022
Q2
$496K Hold
49,665
0.04% 357
2022
Q1
$555K Buy
+49,665
New +$555K 0.04% 340
2021
Q4
Sell
-3,539
Closed -$34K 680
2021
Q3
$34K Hold
3,539
﹤0.01% 994
2021
Q2
$38K Sell
3,539
-420
-11% -$4.51K ﹤0.01% 970
2021
Q1
$30K Buy
3,959
+480
+14% +$3.64K ﹤0.01% 971
2020
Q4
$22K Buy
3,479
+2,228
+178% +$14.1K ﹤0.01% 995
2020
Q3
$7K Sell
1,251
-346
-22% -$1.94K ﹤0.01% 1231
2020
Q2
$11K Sell
1,597
-521
-25% -$3.59K ﹤0.01% 1080
2020
Q1
$10K Buy
2,118
+1,535
+263% +$7.25K ﹤0.01% 1024
2019
Q4
$7K Hold
583
﹤0.01% 1236
2019
Q3
$8K Sell
583
-1,471
-72% -$20.2K ﹤0.01% 1165
2019
Q2
$29K Hold
2,054
0.01% 762
2019
Q1
$32K Buy
2,054
+583
+40% +$9.08K 0.01% 676
2018
Q4
$19K Buy
+1,471
New +$19K ﹤0.01% 757