Northeast Financial Consultants’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
$2.4M Sell
132,535
-16,523
-11% -$300K 0.1% 98
2025
Q1
$2.77M Hold
149,058
0.12% 91
2024
Q4
$2.92M Hold
149,058
0.12% 88
2024
Q3
$2.39M Hold
149,058
0.1% 94
2024
Q2
$2.42M Buy
149,058
+3,131
+2% +$50.8K 0.11% 94
2024
Q1
$2.3M Sell
145,927
-3,616
-2% -$56.9K 0.11% 100
2023
Q4
$2.06M Buy
149,543
+9,021
+6% +$124K 0.11% 99
2023
Q3
$1.97M Hold
140,522
0.12% 98
2023
Q2
$1.78M Hold
140,522
0.11% 107
2023
Q1
$1.75M Hold
140,522
0.11% 105
2022
Q4
$1.67M Sell
140,522
-500
-0.4% -$5.94K 0.11% 105
2022
Q3
$1.56M Hold
141,022
0.11% 107
2022
Q2
$1.41M Buy
141,022
+9,502
+7% +$94.8K 0.1% 116
2022
Q1
$1.47M Sell
131,520
-2,300
-2% -$25.7K 0.09% 125
2021
Q4
$1.1M Sell
133,820
-23,079
-15% -$190K 0.07% 151
2021
Q3
$1.5M Sell
156,899
-15,000
-9% -$144K 0.1% 119
2021
Q2
$1.83M Hold
171,899
0.12% 102
2021
Q1
$1.32M Buy
171,899
+15,000
+10% +$115K 0.1% 120
2020
Q4
$970K Sell
156,899
-198,784
-56% -$1.23M 0.08% 137
2020
Q3
$1.93M Buy
355,683
+140,000
+65% +$759K 0.17% 79
2020
Q2
$1.54M Sell
215,683
-799
-0.4% -$5.69K 0.15% 88
2020
Q1
$996K Sell
216,482
-3,603
-2% -$16.6K 0.11% 111
2019
Q4
$2.82M Sell
220,085
-30,655
-12% -$393K 0.25% 69
2019
Q3
$3.28M Buy
250,740
+3,000
+1% +$39.2K 0.33% 63
2019
Q2
$3.49M Buy
247,740
+50,748
+26% +$714K 0.36% 54
2019
Q1
$3.03M Buy
196,992
+70,155
+55% +$1.08M 0.34% 53
2018
Q4
$1.68M Buy
126,837
+96,600
+319% +$1.28M 0.23% 70
2018
Q3
$527K Buy
+30,237
New +$527K 0.14% 85
2015
Q4
Sell
-10,000
Closed -$208K 133
2015
Q3
$208K Hold
10,000
0.11% 128
2015
Q2
$321K Sell
10,000
-20,000
-67% -$642K 0.14% 113
2015
Q1
$950K Buy
30,000
+22,000
+275% +$697K 0.43% 47
2014
Q4
$230K Sell
8,000
-3,400
-30% -$97.8K 0.12% 116
2014
Q3
$351K Buy
11,400
+3,400
+43% +$105K 0.19% 92
2014
Q2
$235K Buy
+8,000
New +$235K 0.13% 109
2014
Q1
Sell
-11,400
Closed -$233K 118
2013
Q4
$233K Buy
+11,400
New +$233K 0.16% 85