Kovitz Investment Group Partners’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	$5.08M	Buy	280,228 +17,829	+7%	+$323K	0.02%	451
2025 Q1	$4.88M	Sell	262,399 -46,943	-15%	-$873K	0.02%	412
2024 Q4	$6.06M	Buy	309,342 +8,051	+3%	+$158K	0.03%	364
2024 Q3	$4.7M	Buy	301,291 +268,912	+831%	+$4.19M	0.03%	350
2024 Q2	$525K	Buy	+32,379	New	+$525K	﹤0.01%	644