OneDigital 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 | $432K | Buy |
23,846
+5,173
| +28% | +$93.8K | ﹤0.01% | 967 |
|
|
2025
Q1 | $347K | Sell |
18,673
-1,716
| -8% | -$31.9K | ﹤0.01% | 1017 |
|
|
2024
Q4 | $399K | Buy |
20,389
+596
| +3% | +$11.7K | ﹤0.01% | 986 |
|
|
2024
Q3 | $318K | Sell |
19,793
-8,102
| -29% | -$130K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $452K | Buy |
27,895
+10,488
| +60% | +$170K | 0.01% | 941 |
|
|
2024
Q1 | $274K | Sell |
17,407
-3,060
| -15% | -$48.1K | ﹤0.01% | 942 |
|
|
2023
Q4 | $282K | Buy |
20,467
+4,959
| +32% | +$68.4K | ﹤0.01% | 932 |
|
|
2023
Q3 | $218K | Buy |
15,508
+218
| +1% | +$3.06K | ﹤0.01% | 912 |
|
|
2023
Q2 | $194K | Sell |
15,290
-1,878
| -11% | -$23.9K | ﹤0.01% | 963 |
|
|
2023
Q1 | $214K | Buy |
17,168
+109
| +0.6% | +$1.36K | 0.01% | 894 |
|
|
2022
Q4 | $202K | Sell |
17,059
-1,914
| -10% | -$22.7K | 0.01% | 776 |
|
|
2022
Q3 | $209K | Sell |
18,973
-20,966
| -52% | -$231K | 0.01% | 698 |
|
|
2022
Q2 | $399K | Buy |
39,939
+5,613
| +16% | +$56.1K | 0.02% | 485 |
|
|
2022
Q1 | $384K | Buy |
34,326
+12,652
| +58% | +$142K | 0.01% | 512 |
|
|
2021
Q4 | $178K | Buy |
21,674
+3,734
| +21% | +$30.7K | 0.01% | 726 |
|
|
2021
Q3 | $172K | Sell |
17,940
-1,320
| -7% | -$12.7K | 0.01% | 697 |
|
|
2021
Q2 | $205K | Buy |
19,260
+1,509
| +9% | +$16.1K | 0.01% | 669 |
|
|
2021
Q1 | $136K | Sell |
17,751
-194
| -1% | -$1.49K | 0.01% | 639 |
|
|
2020
Q4 | $111K | Sell |
17,945
-1,046
| -6% | -$6.47K | 0.01% | 625 |
|
|
2020
Q3 | $103K | Sell |
18,991
-1,579
| -8% | -$8.56K | 0.01% | 574 |
|
|
2020
Q2 | $146K | Buy |
20,570
+3,907
| +23% | +$27.7K | 0.01% | 557 |
|
|
2020
Q1 | $77K | Sell |
16,663
-2,674
| -14% | -$12.4K | 0.01% | 501 |
|
|
2019
Q4 | $248K | Sell |
19,337
-4,250
| -18% | -$54.5K | 0.02% | 454 |
|
|
2019
Q3 | $309K | Buy |
23,587
+20,190
| +594% | +$264K | 0.03% | 375 |
|
|
2019
Q2 | $48K | Buy |
3,397
+254
| +8% | +$3.59K | ﹤0.01% | 574 |
|
|
2019
Q1 | $48K | Buy |
3,143
+12
| +0.4% | +$183 | 0.01% | 498 |
|
|
2018
Q4 | $41K | Buy |
3,131
+199
| +7% | +$2.61K | 0.01% | 497 |
|
|
2018
Q3 | $51K | Buy |
2,932
+4
| +0.1% | +$70 | 0.01% | 406 |
|
|
2018
Q2 | $51K | Buy |
2,928
+5
| +0.2% | +$87 | 0.01% | 488 |
|
|
2018
Q1 | $42K | Buy |
2,923
+4
| +0.1% | +$57 | 0.01% | 568 |
|
|
2017
Q4 | $50K | Buy |
2,919
+2,669
| +1,068% | +$45.7K | 0.01% | 510 |
|
|
2017
Q3 | $4K | Sell |
250
-2,660
| -91% | -$42.6K | ﹤0.01% | 915 |
|
|
2017
Q2 | $52K | Buy |
+2,910
| New | +$52K | 0.02% | 463 |
|