POIA
Pin Oak Investment Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Sell |
240,894
-1,954
| -0.8% | -$36.3K | 3.79% | 6 |
|
|
2025
Q1 | $4.51M | Buy |
242,848
+2,179
| +0.9% | +$40.4K | 3.44% | 6 |
|
|
2024
Q4 | $3.86M | Hold |
240,669
| – | – | 3.51% | 8 |
|
|
2024
Q3 | $3.86M | Sell |
240,669
-629
| -0.3% | -$10.1K | 3.51% | 8 |
|
|
2024
Q2 | $3.91M | Sell |
241,298
-12,193
| -5% | -$198K | 3.74% | 7 |
|
|
2024
Q1 | $3.99M | Sell |
253,491
-3,728
| -1% | -$58.6K | 3.83% | 6 |
|
|
2023
Q4 | $3.55M | Sell |
257,219
-152
| -0.1% | -$2.1K | 3.6% | 6 |
|
|
2023
Q3 | $3.61M | Buy |
257,371
+1,250
| +0.5% | +$17.5K | 4.07% | 5 |
|
|
2023
Q2 | $3.25M | Buy |
256,121
+1,925
| +0.8% | +$24.4K | 3.61% | 5 |
|
|
2023
Q1 | $3.17M | Sell |
254,196
-200
| -0.1% | -$2.49K | 3.92% | 5 |
|
|
2022
Q4 | $3.02M | Hold |
254,396
| – | – | 3.72% | 5 |
|
|
2022
Q3 | $2.81M | Sell |
254,396
-23,333
| -8% | -$257K | 3.52% | 6 |
|
|
2022
Q2 | $2.77M | Sell |
277,729
-3,344
| -1% | -$33.4K | 3.39% | 5 |
|
|
2022
Q1 | $3.15M | Buy |
281,073
+350
| +0.1% | +$3.92K | 3.36% | 6 |
|
|
2021
Q4 | $2.31M | Sell |
280,723
-8,882
| -3% | -$73.1K | 2.34% | 10 |
|
|
2021
Q3 | $2.77M | Sell |
289,605
-7,000
| -2% | -$67.1K | 3.06% | 6 |
|
|
2021
Q2 | $3.15M | Sell |
296,605
-5,636
| -2% | -$59.9K | 3.21% | 7 |
|
|
2021
Q1 | $2.32M | Buy |
302,241
+96,119
| +47% | +$738K | 1.97% | 15 |
|
|
2020
Q4 | $1.27M | Sell |
206,122
-14,729
| -7% | -$91K | 1.05% | 34 |
|
|
2020
Q3 | $1.2M | Buy |
220,851
+11,799
| +6% | +$64K | 1.15% | 29 |
|
|
2020
Q2 | $1.49M | Buy |
209,052
+15,807
| +8% | +$113K | 1.38% | 27 |
|
|
2020
Q1 | $889K | Buy |
193,245
+101,666
| +111% | +$468K | 0.93% | 42 |
|
|
2019
Q4 | $1.18M | Sell |
91,579
-13,595
| -13% | -$174K | 0.94% | 36 |
|
|
2019
Q3 | $1.38M | Buy |
105,174
+5,150
| +5% | +$67.4K | 1.13% | 35 |
|
|
2019
Q2 | $1.41M | Buy |
100,024
+7,546
| +8% | +$106K | 1.1% | 35 |
|
|
2019
Q1 | $1.42M | Sell |
92,478
-4,262
| -4% | -$65.5K | 1.14% | 31 |
|
|
2018
Q4 | $1.28M | Buy |
96,740
+89,797
| +1,293% | +$1.19M | 1.13% | 30 |
|
|
2018
Q3 | $121K | Hold |
6,943
| – | – | 0.09% | 141 |
|
|
2018
Q2 | $120K | Hold |
6,943
| – | – | 0.09% | 142 |
|
|
2018
Q1 | $99K | Sell |
6,943
-6,060
| -47% | -$86.4K | 0.08% | 145 |
|
|
2017
Q4 | $224K | Buy |
+13,003
| New | +$224K | 0.17% | 105 |
|