Mather 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
2025
Q2
$206K Sell
11,367
-4,629
-29% -$83.9K ﹤0.01% 592
2025
Q1
$297K Buy
15,996
+60
+0.4% +$1.12K ﹤0.01% 489
2024
Q4
$312K Sell
15,936
-60
-0.4% -$1.18K ﹤0.01% 458
2024
Q3
$257K Sell
15,996
-28,522
-64% -$458K ﹤0.01% 503
2024
Q2
$700K Buy
44,518
+21,740
+95% +$342K 0.01% 341
2024
Q1
$314K Sell
22,778
-15,839
-41% -$219K 0.01% 432
2023
Q4
$533K Sell
38,617
-2,120
-5% -$29.3K 0.01% 340
2023
Q3
$572K Buy
40,737
+81
+0.2% +$1.14K 0.01% 299
2023
Q2
$516K Buy
40,656
+144
+0.4% +$1.83K 0.01% 342
2023
Q1
$505K Sell
40,512
-868
-2% -$10.8K 0.01% 322
2022
Q4
$491K Buy
41,380
+12,725
+44% +$151K 0.01% 319
2022
Q3
$316K Sell
28,655
-1,696
-6% -$18.7K 0.01% 361
2022
Q2
$303K Buy
+30,351
New +$303K 0.01% 309
2015
Q3
Sell
-7,000
Closed -$222K 29
2015
Q2
$222K Hold
7,000
0.06% 28
2015
Q1
$222K Hold
7,000
0.06% 28
2014
Q4
$201K Hold
7,000
0.06% 30
2014
Q3
$216K Hold
7,000
0.07% 24
2014
Q2
$206K Buy
+7,000
New +$206K 0.07% 22