L.M. Kohn & Company’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
$263K Sell
14,508
-1,427
-9% -$25.9K 0.07% 226
2025
Q1
$296K Buy
15,935
+136
+0.9% +$2.53K 0.08% 203
2024
Q4
$310K Buy
15,799
+36
+0.2% +$705 0.08% 183
2024
Q3
$253K Buy
15,763
+69
+0.4% +$1.11K 0.06% 229
2024
Q2
$255K Buy
+15,694
New +$255K 0.07% 218