Horan Securities’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Buy	32,900 +194	+0.6%	+$3.38K	0.21%	63
2025 Q1	$608K	Buy	32,706 +534	+2%	+$10.4K	0.23%	50
2024 Q4	$630K	Buy	32,172 +184	+0.6%	+$3.26K	0.24%	48
2024 Q3	$513K	Buy	31,988 +984	+3%	+$15.8K	0.2%	59
2024 Q2	$503K	Buy	+31,004	New	+$487K	0.22%	48
2023 Q3	–	Sell	-8,344	Closed	-$106K	–	263
2023 Q2	$106K	Buy	8,344 +38	+0.5%	+$482	0.04%	171
2023 Q1	$104K	Buy	8,306 +5,036	+154%	+$63.6K	0.05%	150
2022 Q4	$38.8K	Buy	3,270 +364	+13%	+$4.37K	0.02%	237
2022 Q3	$32K	Buy	2,906 +29	+1%	+$323	0.02%	232
2022 Q2	$29K	Buy	2,877 +26	+0.9%	+$291	0.02%	228
2022 Q1	$32K	Buy	2,851 +24	+0.8%	+$238	0.02%	214
2021 Q4	$23K	Buy	+2,827	New	+$25.7K	0.01%	232
2021 Q2	$30K	Sell	2,781 -3,606	-56%	-$34.5K	0.02%	205
2021 Q1	$49K	Sell	6,387 -148	-2%	-$1.08K	0.04%	143
2020 Q4	$40K	Buy	6,535 +176	+3%	+$1.06K	0.03%	143
2020 Q3	$34K	Buy	6,359 +3,296	+108%	+$20.9K	0.03%	131
2020 Q2	$22K	Buy	3,063 +1,846	+152%	+$13.7K	0.02%	116
2020 Q1	$6K	Buy	+1,217	New	+$13K	0.01%	155
2019 Q4	–	Sell	-1,333	Closed	-$17K	–	89
2019 Q3	$17K	Buy	1,333 +12	+0.9%	+$167	0.02%	127
2019 Q2	$19K	Buy	1,321 +11	+0.8%	+$163	0.02%	124
2019 Q1	$20K	Buy	1,310 +10	+0.8%	+$149	0.02%	111
2018 Q4	$19K	Buy	1,300 +500	+63%	+$7.59K	0.02%	108
2018 Q3	$14K	Hold	800	–	–	0.01%	103
2018 Q2	$14K	Buy	+800	New	+$13.1K	0.01%	107