Laidlaw Wealth Management’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
$574K Buy
31,670
+15
+0% +$272 1.65% 20
2025
Q1
$588K Buy
31,655
+8,780
+38% +$163K 1.73% 19
2024
Q4
$448K Buy
22,875
+2,575
+13% +$50.4K 0.2% 118
2024
Q3
$326K Sell
20,300
-600
-3% -$9.63K 0.16% 126
2024
Q2
$339K Buy
20,900
+500
+2% +$8.11K 0.19% 122
2024
Q1
$321K Buy
20,400
+2,000
+11% +$31.5K 0.18% 129
2023
Q4
$254K Buy
18,400
+3,550
+24% +$49K 0.09% 205
2023
Q3
$208K Sell
14,850
-6,096
-29% -$85.5K 0.07% 254
2023
Q2
$266K Buy
20,946
+3,714
+22% +$47.2K 0.05% 281
2023
Q1
$215K Buy
+17,232
New +$215K 0.04% 321
2022
Q2
Sell
-16,752
Closed -$187K 384
2022
Q1
$187K Buy
+16,752
New +$187K 0.03% 378