Moneta Group Investment Advisors’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 | $24.7M | Buy |
1,364,002
+70,454
| +5% | +$1.28M | 0.29% | 56 |
|
|
2025
Q1 | $24M | Sell |
1,293,548
-17,497
| -1% | -$325K | 0.33% | 52 |
|
|
2024
Q4 | $25.7M | Buy |
1,311,045
+20,151
| +2% | +$395K | 0.36% | 50 |
|
|
2024
Q3 | $20.7M | Sell |
1,290,894
-19,527
| -1% | -$313K | 0.3% | 56 |
|
|
2024
Q2 | $21.3M | Sell |
1,310,421
-4,707
| -0.4% | -$76.3K | 0.34% | 52 |
|
|
2024
Q1 | $20.7M | Buy |
1,315,128
+30,114
| +2% | +$474K | 0.34% | 52 |
|
|
2023
Q4 | $17.7M | Buy |
1,285,014
+1,120,261
| +680% | +$15.5M | 0.35% | 51 |
|
|
2023
Q3 | $2.31M | Buy |
164,753
+1,896
| +1% | +$26.6K | 0.05% | 153 |
|
|
2023
Q2 | $2.07M | Buy |
162,857
+25,397
| +18% | +$323K | 0.05% | 162 |
|
|
2023
Q1 | $1.71M | Buy |
137,460
+18,260
| +15% | +$228K | 0.04% | 176 |
|
|
2022
Q4 | $1.58M | Sell |
119,200
-14,164
| -11% | -$188K | 0.04% | 169 |
|
|
2022
Q3 | $1.47M | Sell |
133,364
-13,229
| -9% | -$146K | 0.06% | 155 |
|
|
2022
Q2 | $1.46M | Buy |
146,593
+13,260
| +10% | +$132K | 0.05% | 173 |
|
|
2022
Q1 | $1.49M | Buy |
133,333
+40
| +0% | +$448 | 0.06% | 161 |
|
|
2021
Q4 | $1.1M | Sell |
133,293
-27,041
| -17% | -$223K | 0.04% | 190 |
|
|
2021
Q3 | $1.54M | Sell |
160,334
-1,284
| -0.8% | -$12.3K | 0.07% | 147 |
|
|
2021
Q2 | $1.72M | Buy |
161,618
+550
| +0.3% | +$5.85K | 0.08% | 148 |
|
|
2021
Q1 | $1.24M | Sell |
161,068
-4,951
| -3% | -$38K | 0.07% | 157 |
|
|
2020
Q4 | $1.03M | Buy |
166,019
+22,846
| +16% | +$141K | 0.07% | 146 |
|
|
2020
Q3 | $776K | Buy |
143,173
+132,639
| +1,259% | +$719K | 0.07% | 138 |
|
|
2020
Q2 | $75K | Sell |
10,534
-2,727
| -21% | -$19.4K | 0.01% | 249 |
|
|
2020
Q1 | $61K | Buy |
+13,261
| New | +$61K | 0.01% | 228 |
|
|
2019
Q1 | – | Sell |
-19,304
| Closed | -$255K | – | 259 |
|
|
2018
Q4 | $255K | Buy |
+19,304
| New | +$255K | 0.03% | 183 |
|
|
2016
Q1 | – | Sell |
-10,300
| Closed | -$142K | – | 167 |
|
|
2015
Q4 | $142K | Buy |
10,300
+8,000
| +348% | +$110K | 0.03% | 134 |
|
|
2015
Q3 | $48K | Buy |
+2,300
| New | +$48K | 0.01% | 238 |
|