HBK Sorce 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 | $333K | Buy |
18,390
+779
| +4% | +$14.1K | 0.01% | 431 |
|
|
2025
Q1 | $327K | Sell |
17,611
-8,273
| -32% | -$154K | 0.01% | 430 |
|
|
2024
Q4 | $507K | Buy |
25,884
+262
| +1% | +$5.13K | 0.02% | 331 |
|
|
2024
Q3 | $411K | Buy |
25,622
+4,745
| +23% | +$76.2K | 0.01% | 383 |
|
|
2024
Q2 | $339K | Buy |
20,877
+5,148
| +33% | +$83.5K | 0.01% | 412 |
|
|
2024
Q1 | $247K | Buy |
15,729
+59
| +0.4% | +$928 | 0.01% | 505 |
|
|
2023
Q4 | $216K | Sell |
15,670
-1,306
| -8% | -$18K | 0.01% | 503 |
|
|
2023
Q3 | $238K | Sell |
16,976
-2,447
| -13% | -$34.3K | 0.01% | 469 |
|
|
2023
Q2 | $247K | Buy |
19,423
+150
| +0.8% | +$1.91K | 0.01% | 486 |
|
|
2023
Q1 | $240K | Sell |
19,273
-12,591
| -40% | -$157K | 0.01% | 488 |
|
|
2022
Q4 | $378K | Buy |
+31,864
| New | +$378K | 0.01% | 484 |
|