KCM Investment Advisors’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
Q3 | $807K | Sell |
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|
2025
Q2 | $858K | Hold |
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|
2025
Q1 | $879K | Hold |
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|
2024
Q4 | $927K | Hold |
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|
2024
Q3 | $759K | Buy |
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|
2024
Q2 | $762K | Hold |
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|
2024
Q1 | $739K | Hold |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $641K | Hold |
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|
2023
Q2 | $580K | Hold |
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|
2023
Q1 | $570K | Hold |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $499K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $513K | Hold |
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|
2015
Q1 | $507K | Hold |
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|
2014
Q4 | $459K | Hold |
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|
2014
Q3 | $494K | Sell |
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|
2014
Q2 | $589K | Sell |
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|
2014
Q1 | $552K | Hold |
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|
2013
Q4 | $482K | Sell |
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|
2013
Q3 | $401K | Hold |
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|
2013
Q2 | $365K | Buy |
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