Montag & Associates’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
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|
2025
Q1 | $195K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $169K | Buy |
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|
2024
Q2 | $135K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $115K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $143K | Hold |
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|
2019
Q3 | $146K | Hold |
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|
2019
Q2 | $157K | Hold |
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|
2019
Q1 | $171K | Hold |
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|
2018
Q4 | $147K | Buy |
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