Kestra Private Wealth Services’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
$3.96M Buy
218,405
+2,091
+1% +$37.9K 0.06% 319
2025
Q1
$4.02M Buy
216,314
+38,792
+22% +$721K 0.07% 293
2024
Q4
$3.48M Sell
177,522
-5,901
-3% -$116K 0.06% 309
2024
Q3
$2.94M Sell
183,423
-689
-0.4% -$11.1K 0.05% 329
2024
Q2
$2.99M Buy
184,112
+688
+0.4% +$11.2K 0.06% 303
2024
Q1
$2.89M Buy
+183,424
New +$2.89M 0.07% 294
2023
Q4
Sell
-14,254
Closed -$200K 1243
2023
Q3
$200K Buy
+14,254
New +$200K 0.01% 1034
2020
Q4
Sell
-176,129
Closed -$955K 753
2020
Q3
$955K Buy
+176,129
New +$955K 0.08% 247