Operose 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 | $173K | Hold |
9,556
| – | – | 0.05% | 145 |
|
|
2025
Q1 | $178K | Hold |
9,556
| – | – | 0.06% | 126 |
|
|
2024
Q4 | $187K | Hold |
9,556
| – | – | 0.06% | 126 |
|
|
2024
Q3 | $153K | Sell |
9,556
-17,100
| -64% | -$274K | 0.05% | 165 |
|
|
2024
Q2 | $432K | Hold |
26,656
| – | – | 0.15% | 85 |
|
|
2024
Q1 | $419K | Hold |
26,656
| – | – | 0.14% | 97 |
|
|
2023
Q4 | $368K | Hold |
26,656
| – | – | 0.15% | 72 |
|
|
2023
Q3 | $374K | Buy |
26,656
+23,100
| +650% | +$324K | 0.15% | 67 |
|
|
2023
Q2 | $45.2K | Hold |
3,556
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $44.3K | Sell |
3,556
-1,500
| -30% | -$18.7K | 0.02% | 165 |
|
|
2022
Q4 | $60K | Buy |
5,056
+1,500
| +42% | +$17.8K | 0.03% | 144 |
|
|
2022
Q3 | $39K | Hold |
3,556
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $35K | Buy |
+3,556
| New | +$35K | 0.02% | 166 |
|