HB Wealth 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
$2.62M Sell
144,466
-41,294
-22% -$749K 0.02% 317
2025
Q1
$3.45M Buy
185,760
+33,231
+22% +$618K 0.03% 278
2024
Q4
$2.99M Buy
152,529
+837
+0.6% +$16.4K 0.03% 222
2024
Q3
$2.43M Buy
151,692
+73,322
+94% +$1.18M 0.03% 246
2024
Q2
$1.27M Buy
78,370
+1,120
+1% +$18.2K 0.01% 320
2024
Q1
$1.22M Sell
77,250
-2,157
-3% -$33.9K 0.02% 313
2023
Q4
$1.1M Buy
79,407
+8,351
+12% +$115K 0.02% 305
2023
Q3
$997K Sell
71,056
-5,122
-7% -$71.9K 0.02% 293
2023
Q2
$967K Buy
76,178
+14,986
+24% +$190K 0.02% 294
2023
Q1
$763K Buy
61,192
+717
+1% +$8.94K 0.01% 331
2022
Q4
$718K Buy
60,475
+22,904
+61% +$272K 0.01% 329
2022
Q3
$414K Sell
37,571
-14,451
-28% -$159K 0.01% 373
2022
Q2
$519K Sell
52,022
-10,431
-17% -$104K 0.01% 335
2022
Q1
$699K Buy
62,453
+20,214
+48% +$226K 0.01% 306
2021
Q4
$348K Buy
+42,239
New +$348K 0.01% 362