LRI Investments’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
$223K Hold
12,290
0.02% 265
2025
Q1
$228K Hold
12,290
0.02% 248
2024
Q4
$241K Hold
12,290
0.02% 235
2024
Q3
$211K Hold
12,290
0.02% 266
2024
Q2
$199K Buy
12,290
+10,450
+568% +$169K 0.02% 251
2024
Q1
$28.9K Buy
+1,840
New +$28.9K 0.01% 331