Plan Group Financial’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 | $1.82M | Sell |
100,639
-58,432
| -37% | -$1.06M | 0.6% | 53 |
|
|
2025
Q1 | $2.96M | Buy |
159,071
+106,921
| +205% | +$1.99M | 1.06% | 25 |
|
|
2024
Q4 | $1.02M | Buy |
52,150
+7,876
| +18% | +$154K | 0.54% | 42 |
|
|
2024
Q3 | $711K | Buy |
44,274
+5,424
| +14% | +$87.1K | 0.38% | 58 |
|
|
2024
Q2 | $630K | Buy |
38,850
+21,999
| +131% | +$357K | 0.39% | 57 |
|
|
2024
Q1 | $265K | Buy |
+16,851
| New | +$265K | 0.17% | 77 |
|
|
2023
Q3 | – | Sell |
-30,000
| Closed | -$381K | – | 81 |
|
|
2023
Q2 | $381K | Buy |
+30,000
| New | +$381K | 0.32% | 44 |
|