Heritage Wealth Advisors’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 | $93.6K | Buy |
5,164
+304
| +6% | +$5.51K | ﹤0.01% | 251 |
|
|
2025
Q1 | $90.3K | Buy |
4,860
+200
| +4% | +$3.72K | ﹤0.01% | 253 |
|
|
2024
Q4 | $91.3K | Buy |
4,660
+460
| +11% | +$9.01K | ﹤0.01% | 257 |
|
|
2024
Q3 | $67.4K | Hold |
4,200
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $68.1K | Sell |
4,200
-1,335
| -24% | -$21.7K | ﹤0.01% | 285 |
|
|
2024
Q1 | $87.1K | Buy |
5,535
+329
| +6% | +$5.18K | ﹤0.01% | 274 |
|
|
2023
Q4 | $71.8K | Buy |
5,206
+3,930
| +308% | +$54.2K | ﹤0.01% | 303 |
|
|
2023
Q3 | $17.9K | Buy |
1,276
+30
| +2% | +$421 | ﹤0.01% | 388 |
|
|
2023
Q2 | $15.8K | Buy |
1,246
+30
| +2% | +$381 | ﹤0.01% | 409 |
|
|
2023
Q1 | $15.2K | Buy |
1,216
+28
| +2% | +$349 | ﹤0.01% | 419 |
|
|
2022
Q4 | $14.1K | Buy |
1,188
+25
| +2% | +$297 | ﹤0.01% | 432 |
|
|
2022
Q3 | $12.8K | Buy |
1,163
+23
| +2% | +$254 | ﹤0.01% | 409 |
|
|
2022
Q2 | $11K | Buy |
1,140
+20
| +2% | +$193 | ﹤0.01% | 456 |
|
|
2022
Q1 | $13K | Buy |
1,120
+19
| +2% | +$221 | ﹤0.01% | 422 |
|
|
2021
Q4 | $9K | Sell |
1,101
-4,206
| -79% | -$34.4K | ﹤0.01% | 457 |
|
|
2021
Q3 | $50.8K | Buy |
5,307
+17
| +0.3% | +$163 | ﹤0.01% | 315 |
|
|
2021
Q2 | $56.2K | Buy |
5,290
+16
| +0.3% | +$170 | ﹤0.01% | 316 |
|
|
2021
Q1 | $40.5K | Buy |
5,274
+22
| +0.4% | +$169 | ﹤0.01% | 355 |
|
|
2020
Q4 | $32K | Buy |
5,252
+28
| +0.5% | +$171 | ﹤0.01% | 366 |
|
|
2020
Q3 | $28.3K | Buy |
5,224
+1,000
| +24% | +$5.42K | ﹤0.01% | 321 |
|
|
2020
Q2 | $30.1K | Hold |
4,224
| – | – | ﹤0.01% | 292 |
|
|
2020
Q1 | $19.4K | Sell |
4,224
-86,958
| -95% | -$400K | ﹤0.01% | 327 |
|
|
2019
Q4 | $1.17M | Buy |
91,182
+10,910
| +14% | +$140K | 0.15% | 60 |
|
|
2019
Q3 | $1.05M | Buy |
80,272
+1,138
| +1% | +$14.9K | 0.15% | 61 |
|
|
2019
Q2 | $1.11M | Buy |
79,134
+2,882
| +4% | +$40.6K | 0.17% | 61 |
|
|
2019
Q1 | $1.17M | Sell |
76,252
-46,229
| -38% | -$711K | 0.19% | 51 |
|
|
2018
Q4 | $1.62M | Buy |
122,481
+6,083
| +5% | +$80.3K | 0.32% | 44 |
|
|
2018
Q3 | $2.03M | Buy |
116,398
+21,518
| +23% | +$375K | 0.4% | 35 |
|
|
2018
Q2 | $1.64M | Sell |
94,880
-2,009
| -2% | -$34.7K | 0.61% | 35 |
|
|
2018
Q1 | $1.38M | Buy |
96,889
+1,195
| +1% | +$17K | 0.57% | 38 |
|
|
2017
Q4 | $1.65M | Sell |
95,694
-2,938
| -3% | -$50.8K | 0.71% | 32 |
|
|
2017
Q3 | $1.71M | Sell |
98,632
-311
| -0.3% | -$5.4K | 0.86% | 24 |
|
|
2017
Q2 | $1.78M | Buy |
98,943
+1,446
| +1% | +$26K | 0.92% | 22 |
|
|
2017
Q1 | $1.92M | Buy |
+97,497
| New | +$1.92M | 1.03% | 20 |
|
|
2015
Q3 | – | Sell |
-42,696
| Closed | -$1.37M | – | 76 |
|
|
2015
Q2 | $1.37M | Buy |
42,696
+5,086
| +14% | +$163K | 1.14% | 13 |
|
|
2015
Q1 | $1.19M | Buy |
37,610
+2,422
| +7% | +$76.7K | 0.98% | 17 |
|
|
2014
Q4 | $1.01M | Buy |
35,188
+2,536
| +8% | +$72.6K | 0.9% | 16 |
|
|
2014
Q3 | $1.01M | Buy |
32,652
+474
| +1% | +$14.6K | 1.05% | 17 |
|
|
2014
Q2 | $948K | Sell |
32,178
-434
| -1% | -$12.8K | 1.02% | 19 |
|
|
2014
Q1 | $762K | Buy |
32,612
+1,936
| +6% | +$45.2K | 0.88% | 23 |
|
|
2013
Q4 | $627K | Buy |
+30,676
| New | +$627K | 0.79% | 23 |
|