Plan Group Financial’s Energy Transfer Partners ET Stock Holding History

Plan Group Financial’s Portfolio ET Stock Details ET Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.42M	Sell
2025 Q2	$1.82M	Sell
2025 Q1	$2.96M	Buy
2024 Q4	$1.02M	Buy
2024 Q3	$711K	Buy
2024 Q2	$630K	Buy
2024 Q1	$265K	Buy
2023 Q3	–	Sell
2023 Q2	$381K	Buy