Independent Advisor Alliance’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 | $5.77M | Buy |
318,111
+584
| +0.2% | +$10.6K | 0.17% | 102 |
|
2025
Q1 | $5.9M | Buy |
317,527
+29,145
| +10% | +$542K | 0.19% | 88 |
|
2024
Q4 | $5.65M | Buy |
288,382
+574
| +0.2% | +$11.2K | 0.07% | 245 |
|
2024
Q3 | $4.62M | Buy |
287,808
+21,764
| +8% | +$349K | 0.17% | 108 |
|
2024
Q2 | $4.32M | Buy |
266,044
+19,477
| +8% | +$316K | 0.15% | 120 |
|
2024
Q1 | $3.88M | Buy |
246,567
+13,794
| +6% | +$217K | 0.14% | 128 |
|
2023
Q4 | $3.21M | Buy |
232,773
+12,967
| +6% | +$179K | 0.12% | 151 |
|
2023
Q3 | $3.08M | Buy |
219,806
+73,270
| +50% | +$1.03M | 0.14% | 136 |
|
2023
Q2 | $1.86M | Buy |
146,536
+235
| +0.2% | +$2.98K | 0.08% | 211 |
|
2023
Q1 | $1.82M | Sell |
146,301
-5,435
| -4% | -$67.8K | 0.09% | 204 |
|
2022
Q4 | $1.8K | Sell |
151,736
-5,385
| -3% | -$64 | ﹤0.01% | 263 |
|
2022
Q3 | $1.73M | Buy |
157,121
+3,937
| +3% | +$43.4K | 0.1% | 190 |
|
2022
Q2 | $1.53M | Buy |
153,184
+8,976
| +6% | +$89.6K | 0.09% | 196 |
|
2022
Q1 | $1.61M | Buy |
144,208
+4,347
| +3% | +$48.7K | 0.08% | 213 |
|
2021
Q4 | $1.15M | Buy |
139,861
+12,913
| +10% | +$106K | 0.06% | 258 |
|
2021
Q3 | $1.22M | Buy |
126,948
+2,937
| +2% | +$28.1K | 0.07% | 235 |
|
2021
Q2 | $1.32M | Sell |
124,011
-16,528
| -12% | -$176K | 0.07% | 219 |
|
2021
Q1 | $1.08M | Buy |
140,539
+11,224
| +9% | +$86.2K | 0.06% | 245 |
|
2020
Q4 | $799K | Sell |
129,315
-11,403
| -8% | -$70.5K | 0.05% | 252 |
|
2020
Q3 | $763K | Sell |
140,718
-26,039
| -16% | -$141K | 0.06% | 222 |
|
2020
Q2 | $1.19M | Buy |
166,757
+43,089
| +35% | +$307K | 0.13% | 131 |
|
2020
Q1 | $569K | Sell |
123,668
-5,765
| -4% | -$26.5K | 0.08% | 197 |
|
2019
Q4 | $1.66M | Buy |
129,433
+63,424
| +96% | +$814K | 0.07% | 265 |
|
2019
Q3 | $863K | Sell |
66,009
-638
| -1% | -$8.34K | 0.11% | 172 |
|
2019
Q2 | $938K | Buy |
66,647
+1,957
| +3% | +$27.5K | 0.14% | 152 |
|
2019
Q1 | $994K | Buy |
64,690
+213
| +0.3% | +$3.27K | 0.14% | 142 |
|
2018
Q4 | $852K | Buy |
64,477
+54,341
| +536% | +$718K | 0.15% | 135 |
|
2018
Q3 | $183K | Buy |
+10,136
| New | +$183K | 0.03% | 338 |
|