Intellectus Partners’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
$2.14M Sell
118,090
-894
-0.8% -$16.2K 0.46% 60
2025
Q1
$2.21M Buy
118,984
+6,575
+6% +$122K 0.55% 50
2024
Q4
$2.2M Buy
112,409
+5,087
+5% +$99.7K 0.49% 51
2024
Q3
$1.72M Buy
107,322
+92
+0.1% +$1.48K 0.44% 66
2024
Q2
$1.74M Buy
107,230
+4,089
+4% +$66.3K 0.47% 61
2024
Q1
$1.62M Buy
103,141
+596
+0.6% +$9.38K 0.43% 67
2023
Q4
$1.42M Buy
102,545
+7,599
+8% +$105K 0.41% 71
2023
Q3
$1.33M Buy
94,946
+4,201
+5% +$58.9K 0.42% 62
2023
Q2
$1.15M Sell
90,745
-7,901
-8% -$100K 0.35% 83
2023
Q1
$1.23M Sell
98,646
-3,476
-3% -$43.3K 0.39% 73
2022
Q4
$1.21M Buy
102,122
+7,222
+8% +$85.7K 0.42% 68
2022
Q3
$1.05M Buy
94,900
+36,250
+62% +$400K 0.37% 75
2022
Q2
$585K Buy
+58,650
New +$585K 0.2% 142