Key Client Fiduciary 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 | $184K | Sell |
10,152
-1,252
| -11% | -$22.7K | 0.07% | 197 |
|
|
2025
Q1 | $212K | Sell |
11,404
-600
| -5% | -$11.2K | 0.1% | 175 |
|
|
2024
Q4 | $235K | Buy |
12,004
+200
| +2% | +$3.92K | 0.1% | 170 |
|
|
2024
Q3 | $189K | Hold |
11,804
| – | – | 0.08% | 189 |
|
|
2024
Q2 | $191K | Buy |
+11,804
| New | +$191K | 0.1% | 177 |
|
|
2024
Q1 | – | Sell |
-10,779
| Closed | -$149K | – | 187 |
|
|
2023
Q4 | $149K | Hold |
10,779
| – | – | 0.09% | 164 |
|
|
2023
Q3 | $151K | Buy |
+10,779
| New | +$151K | 0.09% | 160 |
|