LFS
Legacy Financial Strategies’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
21,555
+1,164
| +6% | +$21.1K | 0.08% | 86 |
|
|
2025
Q1 | $379K | Hold |
20,391
| – | – | 0.08% | 79 |
|
|
2024
Q4 | $402K | Buy |
20,391
+2,000
| +11% | +$39.4K | 0.09% | 79 |
|
|
2024
Q3 | $295K | Hold |
18,391
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $300K | Sell |
18,391
-4,000
| -18% | -$65.3K | 0.07% | 75 |
|
|
2024
Q1 | $352K | Sell |
22,391
-1
| -0% | -$16 | 0.09% | 67 |
|
|
2023
Q4 | $309K | Sell |
22,392
-999
| -4% | -$13.8K | 0.09% | 67 |
|
|
2023
Q3 | $306K | Buy |
+23,391
| New | +$306K | 0.1% | 61 |
|