Legacy Advisors’s Energy Transfer Partners ET Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-70,512	Closed	-$1.31M	–	143
2025 Q1	$1.31M	Sell	70,512 -3,192	-4%	-$59.3K	0.13%	127
2024 Q4	$1.44M	Sell	73,704 -2,834	-4%	-$55.5K	0.14%	109
2024 Q3	$1.23M	Hold	76,538	–	–	0.13%	128
2024 Q2	$1.24M	Hold	76,538	–	–	0.15%	104
2024 Q1	$1.2M	Sell	76,538 -17,800	-19%	-$280K	0.15%	121
2023 Q4	$1.3M	Buy	94,338 +1,817	+2%	+$25.1K	0.17%	107
2023 Q3	$1.3M	Buy	92,521 +2,800	+3%	+$39.3K	0.21%	101
2023 Q2	$1.14M	Buy	89,721 +2,000	+2%	+$25.4K	0.17%	109
2023 Q1	$1.09M	Hold	87,721	–	–	0.2%	89
2022 Q4	$1.04M	Buy	87,721 +8,361	+11%	+$99.2K	0.19%	84
2022 Q3	$875K	Sell	79,360 -625	-0.8%	-$6.89K	0.19%	81
2022 Q2	$798K	Buy	79,985 +43,083	+117%	+$430K	0.17%	86
2022 Q1	$413K	Hold	36,902	–	–	0.08%	135
2021 Q4	$304K	Hold	36,902	–	–	0.11%	96
2021 Q3	$354K	Hold	36,902	–	–	0.14%	87
2021 Q2	$392K	Hold	36,902	–	–	0.16%	79
2021 Q1	$283K	Hold	36,902	–	–	0.13%	91
2020 Q4	$228K	Sell	36,902 -424	-1%	-$2.62K	0.13%	98
2020 Q3	$202K	Buy	37,326 +424	+1%	+$2.3K	0.13%	102
2020 Q2	$263K	Sell	36,902 -42,985	-54%	-$306K	0.21%	80
2020 Q1	$367K	Buy	79,887 +59,020	+283%	+$271K	0.37%	62
2019 Q4	$268K	Buy	20,867 +2,000	+11%	+$25.7K	0.17%	111
2019 Q3	$247K	Hold	18,867	–	–	0.18%	96
2019 Q2	$266K	Sell	18,867 -10,519	-36%	-$148K	0.18%	94
2019 Q1	$452K	Buy	29,386 +8,913	+44%	+$137K	0.15%	111
2018 Q4	$270K	Buy	+20,473	New	+$270K	0.2%	95