Pathstone Holdings’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
$15.2M Sell
838,941
-1,836
-0.2% -$33.3K 0.06% 215
2025
Q1
$15.6M Buy
840,777
+18,421
+2% +$342K 0.07% 220
2024
Q4
$16.1M Buy
822,356
+25,909
+3% +$508K 0.07% 191
2024
Q3
$12.8M Buy
796,447
+6,078
+0.8% +$97.6K 0.06% 251
2024
Q2
$12.8M Buy
790,369
+3,940
+0.5% +$63.9K 0.06% 240
2024
Q1
$12.4M Sell
786,429
-3,119
-0.4% -$49.1K 0.06% 248
2023
Q4
$10.9M Buy
+789,548
New +$10.9M 0.06% 239