Joseph P. Lucia & Associates’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 | $1.56M | Sell |
85,916
-2,346
| -3% | -$42.5K | 0.64% | 48 |
|
|
2025
Q1 | $1.64M | Buy |
88,262
+21,892
| +33% | +$407K | 0.75% | 45 |
|
|
2024
Q4 | $1.3M | Buy |
66,370
+13,693
| +26% | +$268K | 0.58% | 50 |
|
|
2024
Q3 | $845K | Buy |
52,677
+8,438
| +19% | +$135K | 0.39% | 68 |
|
|
2024
Q2 | $718K | Sell |
44,239
-226
| -0.5% | -$3.67K | 0.37% | 67 |
|
|
2024
Q1 | $699K | Sell |
44,465
-1,025
| -2% | -$16.1K | 0.37% | 63 |
|
|
2023
Q4 | $628K | Buy |
45,490
+6,235
| +16% | +$86K | 0.39% | 63 |
|
|
2023
Q3 | $551K | Buy |
39,255
+9,320
| +31% | +$131K | 0.39% | 62 |
|
|
2023
Q2 | $380K | Buy |
29,935
+9,750
| +48% | +$124K | 0.25% | 82 |
|
|
2023
Q1 | $252K | Buy |
+20,185
| New | +$252K | 0.18% | 100 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$2K | – | 581 |
|
|
2020
Q4 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 443 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$1K | – | 191 |
|
|
2020
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 449 |
|