Great Valley Advisor Group’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 | $2.68M | Sell |
147,859
-1,508
| -1% | -$27.3K | 0.06% | 263 |
|
|
2025
Q1 | $2.78M | Sell |
149,367
-4,202
| -3% | -$78.1K | 0.06% | 258 |
|
|
2024
Q4 | $3.01M | Sell |
153,569
-7,951
| -5% | -$156K | 0.07% | 256 |
|
|
2024
Q3 | $2.59M | Buy |
161,520
+4,907
| +3% | +$78.7K | 0.06% | 274 |
|
|
2024
Q2 | $2.54M | Buy |
156,613
+6,440
| +4% | +$104K | 0.07% | 255 |
|
|
2024
Q1 | $2.36M | Buy |
150,173
+12,652
| +9% | +$199K | 0.07% | 248 |
|
|
2023
Q4 | $1.9M | Buy |
137,521
+2,919
| +2% | +$40.3K | 0.07% | 246 |
|
|
2023
Q3 | $1.89M | Sell |
134,602
-35,618
| -21% | -$500K | 0.08% | 226 |
|
|
2023
Q2 | $2.16M | Sell |
170,220
-157,640
| -48% | -$2M | 0.09% | 209 |
|
|
2023
Q1 | $4.09M | Sell |
327,860
-135,602
| -29% | -$1.69M | 0.19% | 135 |
|
|
2022
Q4 | $5.5M | Buy |
463,462
+15,988
| +4% | +$190K | 0.28% | 89 |
|
|
2022
Q3 | $4.94M | Buy |
447,474
+96,416
| +27% | +$1.06M | 0.28% | 88 |
|
|
2022
Q2 | $3.5M | Buy |
351,058
+161,459
| +85% | +$1.61M | 0.19% | 134 |
|
|
2022
Q1 | $2.12M | Buy |
189,599
+51,161
| +37% | +$572K | 0.12% | 191 |
|
|
2021
Q4 | $1.14M | Buy |
138,438
+31,038
| +29% | +$256K | 0.07% | 254 |
|
|
2021
Q3 | $1.03M | Sell |
107,400
-2,214
| -2% | -$21.2K | 0.07% | 248 |
|
|
2021
Q2 | $1.16M | Buy |
109,614
+5,556
| +5% | +$59K | 0.09% | 222 |
|
|
2021
Q1 | $799K | Buy |
104,058
+9,930
| +11% | +$76.2K | 0.08% | 223 |
|
|
2020
Q4 | $582K | Buy |
94,128
+55,955
| +147% | +$346K | 0.06% | 257 |
|
|
2020
Q3 | $207K | Buy |
38,173
+4,921
| +15% | +$26.7K | 0.03% | 403 |
|
|
2020
Q2 | $236K | Buy |
33,252
+2,774
| +9% | +$19.7K | 0.04% | 359 |
|
|
2020
Q1 | $140K | Buy |
30,478
+557
| +2% | +$2.56K | 0.04% | 292 |
|
|
2019
Q4 | $384K | Buy |
29,921
+404
| +1% | +$5.19K | 0.09% | 242 |
|
|
2019
Q3 | $386K | Buy |
29,517
+436
| +1% | +$5.7K | 0.09% | 232 |
|
|
2019
Q2 | $409K | Buy |
29,081
+689
| +2% | +$9.69K | 0.1% | 207 |
|
|
2019
Q1 | $436K | Hold |
28,392
| – | – | 0.14% | 169 |
|
|
2018
Q4 | $375K | Buy |
+28,392
| New | +$375K | 0.14% | 137 |
|