Lake Street Advisors Group’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $551K | Hold |
28,103
| – | – | 0.03% | 317 |
|
|
2024
Q3 | $451K | Buy |
28,103
+3,285
| +13% | +$52.7K | 0.02% | 351 |
|
|
2024
Q2 | $403K | Hold |
24,818
| – | – | 0.02% | 371 |
|
|
2024
Q1 | $390K | Hold |
24,818
| – | – | 0.02% | 392 |
|
|
2023
Q4 | $342K | Buy |
24,818
+4,426
| +22% | +$61.1K | 0.02% | 404 |
|
|
2023
Q3 | $286K | Buy |
20,392
+1,469
| +8% | +$20.6K | 0.02% | 233 |
|
|
2023
Q2 | $240K | Hold |
18,923
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $236K | Buy |
18,923
+5,597
| +42% | +$69.8K | 0.01% | 225 |
|
|
2022
Q4 | $158K | Sell |
13,326
-661
| -5% | -$7.84K | 0.01% | 221 |
|
|
2022
Q3 | $154K | Hold |
13,987
| – | – | 0.01% | 228 |
|
|
2022
Q2 | $140K | Buy |
13,987
+215
| +2% | +$2.15K | 0.01% | 202 |
|
|
2022
Q1 | $154K | Hold |
13,772
| – | – | 0.01% | 207 |
|
|
2021
Q4 | $113K | Buy |
13,772
+2,518
| +22% | +$20.7K | 0.01% | 203 |
|
|
2021
Q3 | $108K | Buy |
+11,254
| New | +$108K | 0.01% | 162 |
|
|
2021
Q2 | – | Sell |
-59,400
| Closed | -$456K | – | 335 |
|
|
2021
Q1 | $456K | Hold |
59,400
| – | – | 0.04% | 171 |
|
|
2020
Q4 | $367K | Hold |
59,400
| – | – | 0.03% | 190 |
|
|
2020
Q3 | $322K | Hold |
59,400
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $423K | Hold |
59,400
| – | – | 0.04% | 155 |
|
|
2020
Q1 | $273K | Hold |
59,400
| – | – | 0.03% | 191 |
|
|
2019
Q4 | $762K | Hold |
59,400
| – | – | 0.08% | 81 |
|
|
2019
Q3 | $777K | Hold |
59,400
| – | – | 0.08% | 68 |
|
|
2019
Q2 | $836K | Hold |
59,400
| – | – | 0.09% | 66 |
|
|
2019
Q1 | $913K | Hold |
59,400
| – | – | 0.1% | 66 |
|
|
2018
Q4 | $785K | Hold |
59,400
| – | – | 0.1% | 64 |
|
|
2018
Q3 | $1.04M | Sell |
59,400
-58,181
| -49% | -$1.01M | 0.11% | 53 |
|
|
2018
Q2 | $2.03M | Buy |
117,581
+102,177
| +663% | +$1.76M | 0.2% | 35 |
|
|
2018
Q1 | $219K | Sell |
15,404
-13,360
| -46% | -$190K | 0.02% | 281 |
|
|
2017
Q4 | $496K | Buy |
+28,764
| New | +$496K | 0.06% | 145 |
|