Herold 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 | $257K | Buy |
14,156
+29
| +0.2% | +$526 | 0.05% | 265 |
|
|
2025
Q1 | $263K | Buy |
14,127
+507
| +4% | +$9.43K | 0.06% | 240 |
|
|
2024
Q4 | $267K | Buy |
13,620
+1,509
| +12% | +$29.6K | 0.06% | 236 |
|
|
2024
Q3 | $194K | Buy |
12,111
+9
| +0.1% | +$144 | 0.04% | 260 |
|
|
2024
Q2 | $196K | Buy |
12,102
+9
| +0.1% | +$146 | 0.05% | 254 |
|
|
2024
Q1 | $190K | Buy |
12,093
+9
| +0.1% | +$142 | 0.05% | 256 |
|
|
2023
Q4 | $167K | Buy |
12,084
+9
| +0.1% | +$124 | 0.05% | 236 |
|
|
2023
Q3 | $169K | Buy |
12,075
+165
| +1% | +$2.32K | 0.05% | 237 |
|
|
2023
Q2 | $151K | Buy |
11,910
+10
| +0.1% | +$127 | 0.05% | 233 |
|
|
2023
Q1 | $148K | Buy |
11,900
+1,000
| +9% | +$12.5K | 0.05% | 224 |
|
|
2022
Q4 | $129K | Buy |
10,900
+700
| +7% | +$8.31K | 0.05% | 199 |
|
|
2022
Q3 | $112K | Hold |
10,200
| – | – | 0.05% | 184 |
|
|
2022
Q2 | $101K | Sell |
10,200
-9,500
| -48% | -$94.1K | 0.05% | 188 |
|
|
2022
Q1 | $220K | Hold |
19,700
| – | – | 0.08% | 186 |
|
|
2021
Q4 | $162K | Hold |
19,700
| – | – | 0.06% | 203 |
|
|
2021
Q3 | $188K | Buy |
+19,700
| New | +$188K | 0.07% | 207 |
|