KCM Investment Advisors’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 | $858K | Hold |
47,300
| – | – | 0.03% | 222 |
|
|
2025
Q1 | $879K | Hold |
47,300
| – | – | 0.03% | 215 |
|
|
2024
Q4 | $927K | Hold |
47,300
| – | – | 0.03% | 211 |
|
|
2024
Q3 | $759K | Buy |
47,300
+300
| +0.6% | +$4.82K | 0.03% | 231 |
|
|
2024
Q2 | $762K | Hold |
47,000
| – | – | 0.03% | 230 |
|
|
2024
Q1 | $739K | Hold |
47,000
| – | – | 0.03% | 230 |
|
|
2023
Q4 | $649K | Buy |
47,000
+1,300
| +3% | +$17.9K | 0.03% | 233 |
|
|
2023
Q3 | $641K | Hold |
45,700
| – | – | 0.03% | 226 |
|
|
2023
Q2 | $580K | Hold |
45,700
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $570K | Hold |
45,700
| – | – | 0.02% | 253 |
|
|
2022
Q4 | $542K | Buy |
45,700
+500
| +1% | +$5.93K | 0.02% | 259 |
|
|
2022
Q3 | $499K | Buy |
45,200
+1,000
| +2% | +$11K | 0.02% | 248 |
|
|
2022
Q2 | $441K | Buy |
+44,200
| New | +$441K | 0.02% | 274 |
|
|
2015
Q3 | – | Sell |
-16,000
| Closed | -$513K | – | 526 |
|
|
2015
Q2 | $513K | Hold |
16,000
| – | – | 0.04% | 346 |
|
|
2015
Q1 | $507K | Hold |
16,000
| – | – | 0.04% | 343 |
|
|
2014
Q4 | $459K | Hold |
16,000
| – | – | 0.04% | 351 |
|
|
2014
Q3 | $494K | Sell |
16,000
-4,000
| -20% | -$124K | 0.05% | 320 |
|
|
2014
Q2 | $589K | Sell |
20,000
-3,600
| -15% | -$106K | 0.06% | 288 |
|
|
2014
Q1 | $552K | Hold |
23,600
| – | – | 0.06% | 286 |
|
|
2013
Q4 | $482K | Sell |
23,600
-800
| -3% | -$16.3K | 0.05% | 290 |
|
|
2013
Q3 | $401K | Hold |
24,400
| – | – | 0.05% | 315 |
|
|
2013
Q2 | $365K | Buy |
+24,400
| New | +$365K | 0.04% | 330 |
|