Oxford Financial Group’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 | $193K | Hold |
10,667
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $198K | Sell |
10,667
-6,935
| -39% | -$129K | 0.01% | 210 |
|
|
2024
Q4 | $345K | Sell |
17,602
-5,014
| -22% | -$98.2K | 0.02% | 192 |
|
|
2024
Q3 | $363K | Buy |
22,616
+100
| +0.4% | +$1.61K | 0.02% | 180 |
|
|
2024
Q2 | $365K | Buy |
+22,516
| New | +$365K | 0.02% | 186 |
|
|
2023
Q4 | – | Sell |
-15,599
| Closed | -$219K | – | 302 |
|
|
2023
Q3 | $219K | Hold |
15,599
| – | – | 0.02% | 203 |
|
|
2023
Q2 | $198K | Hold |
15,599
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $195K | Sell |
15,599
-45,000
| -74% | -$561K | 0.02% | 191 |
|
|
2022
Q4 | $719K | Hold |
60,599
| – | – | 0.08% | 82 |
|
|
2022
Q3 | $668K | Hold |
60,599
| – | – | 0.1% | 80 |
|
|
2022
Q2 | $605K | Sell |
60,599
-140,025
| -70% | -$1.4M | 0.09% | 94 |
|
|
2022
Q1 | $2.25M | Buy |
200,624
+32,618
| +19% | +$365K | 0.28% | 37 |
|
|
2021
Q4 | $1.38M | Buy |
168,006
+2,498
| +2% | +$20.6K | 0.16% | 61 |
|
|
2021
Q3 | $1.59M | Buy |
165,508
+2,389
| +1% | +$22.9K | 0.2% | 47 |
|
|
2021
Q2 | $1.73M | Buy |
163,119
+2,198
| +1% | +$23.4K | 0.23% | 45 |
|
|
2021
Q1 | $1.24M | Buy |
160,921
+3,118
| +2% | +$23.9K | 0.17% | 52 |
|
|
2020
Q4 | $975K | Buy |
157,803
+3,828
| +2% | +$23.7K | 0.14% | 66 |
|
|
2020
Q3 | $835K | Sell |
153,975
-120,730
| -44% | -$655K | 0.13% | 69 |
|
|
2020
Q2 | $1.96M | Buy |
274,705
+261,788
| +2,027% | +$1.86M | 0.33% | 32 |
|
|
2020
Q1 | $59K | Buy |
+12,917
| New | +$59K | 0.01% | 172 |
|