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 |
|