Helen Stephens 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 | $372K | Buy |
20,539
+2,420
| +13% | +$43.9K | 0.09% | 63 |
|
|
2025
Q1 | $337K | Buy |
18,119
+566
| +3% | +$10.5K | 0.1% | 63 |
|
|
2024
Q4 | $344K | Buy |
17,553
+301
| +2% | +$5.9K | 0.1% | 65 |
|
|
2024
Q3 | $277K | Buy |
17,252
+598
| +4% | +$9.6K | 0.08% | 71 |
|
|
2024
Q2 | $270K | Hold |
16,654
| – | – | 0.09% | 69 |
|
|
2024
Q1 | $262K | Buy |
16,654
+614
| +4% | +$9.66K | 0.1% | 61 |
|
|
2023
Q4 | $221K | Hold |
16,040
| – | – | 0.1% | 71 |
|
|
2023
Q3 | $225K | Buy |
16,040
+2,500
| +18% | +$35.1K | 0.12% | 63 |
|
|
2023
Q2 | $172K | Hold |
13,540
| – | – | 0.09% | 66 |
|
|
2023
Q1 | $169K | Hold |
13,540
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $161K | Hold |
13,540
| – | – | 0.1% | 69 |
|
|
2022
Q3 | $149K | Hold |
13,540
| – | – | 0.1% | 57 |
|
|
2022
Q2 | $135K | Hold |
13,540
| – | – | 0.1% | 58 |
|
|
2022
Q1 | $152K | Hold |
13,540
| – | – | 0.1% | 59 |
|
|
2021
Q4 | $111K | Buy |
+13,540
| New | +$111K | 0.09% | 56 |
|