Lee Financial’s Energy Transfer Partners ET Stock Holding History

Lee Financial’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$764K	Hold	42,160	–	–	0.11%	84
2025 Q1	$784K	Sell	42,160 -150,801	-78%	-$2.8M	0.12%	83
2024 Q4	$3.78M	Buy	192,961 +1,657	+0.9%	+$32.5K	0.53%	21
2024 Q3	$3.07M	Buy	191,304 +151,119	+376%	+$2.43M	0.44%	21
2024 Q2	$652K	Hold	40,185	–	–	0.11%	90
2024 Q1	$632K	Sell	40,185 -2,814	-7%	-$44.3K	0.11%	88
2023 Q4	$593K	Buy	42,999 +3,417	+9%	+$47.2K	0.1%	85
2023 Q3	$555K	Hold	39,582	–	–	0.1%	82
2023 Q2	$503K	Hold	39,582	–	–	0.09%	85
2023 Q1	$494K	Sell	39,582 -125,624	-76%	-$1.57M	0.08%	84
2022 Q4	$1.96M	Hold	165,206	–	–	0.33%	41
2022 Q3	$1.82M	Hold	165,206	–	–	0.34%	37
2022 Q2	$1.65M	Hold	165,206	–	–	0.3%	46
2022 Q1	$1.85M	Buy	165,206 +19,843	+14%	+$222K	0.33%	40
2021 Q4	$1.2M	Buy	145,363 +1,968	+1%	+$16.2K	0.22%	57
2021 Q3	$1.37M	Hold	143,395	–	–	0.28%	52
2021 Q2	$1.52M	Buy	143,395 +6,338	+5%	+$67.4K	0.32%	48
2021 Q1	$1.05M	Sell	137,057 -8,030	-6%	-$61.6K	0.25%	60
2020 Q4	$896K	Sell	145,087 -733	-0.5%	-$4.53K	0.23%	62
2020 Q3	$791K	Sell	145,820 -4,570	-3%	-$24.8K	0.22%	66
2020 Q2	$1.07M	Buy	150,390 +1,800	+1%	+$12.8K	0.3%	59
2020 Q1	$684K	Buy	148,590 +50,000	+51%	+$230K	0.23%	57
2019 Q4	$1.27M	Buy	98,590 +8,373	+9%	+$107K	0.27%	49
2019 Q3	$1.18M	Hold	90,217	–	–	0.27%	56
2019 Q2	$1.27M	Buy	90,217 +45,995	+104%	+$647K	0.29%	48
2019 Q1	$680K	Hold	44,222	–	–	0.16%	74
2018 Q4	$584K	Buy	44,222 +42,554	+2,551%	+$562K	0.16%	73
2018 Q3	$29K	Sell	1,668 -5,351	-76%	-$93K	0.01%	222
2018 Q2	$121K	Sell	7,019 -604	-8%	-$10.4K	0.03%	198
2018 Q1	$109K	Buy	7,623 +5,955	+357%	+$85.2K	0.03%	201
2017 Q4	$29K	Hold	1,668	–	–	0.01%	221
2017 Q3	$29K	Hold	1,668	–	–	0.01%	212
2017 Q2	$30K	Hold	1,668	–	–	0.01%	220
2017 Q1	$33K	Hold	1,668	–	–	0.01%	191
2016 Q4	$32K	Buy	+1,668	New	+$32K	0.02%	196