Old North State Wealth Management’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 | $5.22M | Buy |
288,126
+3,822
| +1% | +$69.3K | 2.72% | 8 |
|
2025
Q1 | $5.29M | Sell |
284,304
-8,632
| -3% | -$160K | 2.94% | 7 |
|
2024
Q4 | $5.74M | Sell |
292,936
-4,615
| -2% | -$90.4K | 3.23% | 6 |
|
2024
Q3 | $4.78M | Buy |
297,551
+7,295
| +3% | +$117K | 2.68% | 9 |
|
2024
Q2 | $4.71M | Buy |
290,256
+2,309
| +0.8% | +$37.5K | 3.1% | 7 |
|
2024
Q1 | $4.53M | Buy |
287,947
+54,334
| +23% | +$855K | 2.96% | 9 |
|
2023
Q4 | $3.22M | Buy |
233,613
+2,566
| +1% | +$35.4K | 2.38% | 10 |
|
2023
Q3 | $3.24M | Sell |
231,047
-5,781
| -2% | -$81.1K | 2.85% | 9 |
|
2023
Q2 | $3.01M | Buy |
236,828
+4,084
| +2% | +$51.9K | 2.64% | 10 |
|
2023
Q1 | $2.9M | Buy |
232,744
+6,914
| +3% | +$86.2K | 2.72% | 10 |
|
2022
Q4 | $2.68M | Buy |
225,830
+15,167
| +7% | +$180K | 2.69% | 13 |
|
2022
Q3 | $2.32M | Sell |
210,663
-41,471
| -16% | -$457K | 2.69% | 15 |
|
2022
Q2 | $2.52M | Sell |
252,134
-3,055
| -1% | -$30.5K | 2.87% | 13 |
|
2022
Q1 | $2.86M | Buy |
255,189
+6,111
| +2% | +$68.4K | 2.85% | 13 |
|
2021
Q4 | $2.05M | Buy |
+249,078
| New | +$2.05M | 2.07% | 18 |
|