Plante Moran Financial Advisors’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 | $75.6K | Sell |
4,170
-500
| -11% | -$9.07K | 0.01% | 280 |
|
|
2025
Q1 | $86.8K | Buy |
4,670
+500
| +12% | +$9.3K | 0.01% | 264 |
|
|
2024
Q4 | $81.7K | Hold |
4,170
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $66.9K | Sell |
4,170
-144
| -3% | -$2.31K | 0.01% | 347 |
|
|
2024
Q2 | $70K | Buy |
4,314
+144
| +3% | +$2.34K | 0.01% | 290 |
|
|
2024
Q1 | $65.6K | Hold |
4,170
| – | – | 0.01% | 302 |
|
|
2023
Q4 | $57.5K | Hold |
4,170
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $58.5K | Hold |
4,170
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $53K | Hold |
4,170
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $52K | Hold |
4,170
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $49.5K | Hold |
4,170
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $46K | Hold |
4,170
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $42K | Hold |
4,170
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $47K | Hold |
4,170
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $34K | Hold |
4,170
| – | – | 0.01% | 434 |
|
|
2021
Q3 | $40K | Hold |
4,170
| – | – | 0.01% | 421 |
|
|
2021
Q2 | $44K | Hold |
4,170
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $32K | Hold |
4,170
| – | – | 0.01% | 447 |
|
|
2020
Q4 | $26K | Hold |
4,170
| – | – | 0.01% | 471 |
|
|
2020
Q3 | $23K | Hold |
4,170
| – | – | 0.01% | 468 |
|
|
2020
Q2 | $30K | Hold |
4,170
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $19K | Buy |
4,170
+3,023
| +264% | +$13.8K | 0.01% | 392 |
|
|
2019
Q4 | $15K | Hold |
1,147
| – | – | 0.01% | 499 |
|
|
2019
Q3 | $15K | Hold |
1,147
| – | – | ﹤0.01% | 540 |
|
|
2019
Q2 | $16K | Sell |
1,147
-1,300
| -53% | -$18.1K | ﹤0.01% | 500 |
|
|
2019
Q1 | $38K | Buy |
2,447
+1,300
| +113% | +$20.2K | 0.01% | 384 |
|
|
2018
Q4 | $15K | Buy |
+1,147
| New | +$15K | 0.01% | 452 |
|
|
2018
Q2 | – | Sell |
-4,800
| Closed | -$68K | – | 859 |
|
|
2018
Q1 | $68K | Hold |
4,800
| – | – | 0.04% | 290 |
|
|
2017
Q4 | $83K | Hold |
4,800
| – | – | 0.05% | 257 |
|
|
2017
Q3 | $83K | Hold |
4,800
| – | – | 0.05% | 232 |
|
|
2017
Q2 | $86K | Hold |
4,800
| – | – | 0.05% | 224 |
|
|
2017
Q1 | $95K | Sell |
4,800
-1,857
| -28% | -$36.8K | 0.06% | 210 |
|
|
2016
Q4 | $129K | Hold |
6,657
| – | – | 0.08% | 185 |
|
|
2016
Q3 | $112K | Hold |
6,657
| – | – | 0.08% | 190 |
|
|
2016
Q2 | $96K | Hold |
6,657
| – | – | 0.07% | 191 |
|
|
2016
Q1 | $47K | Sell |
6,657
-3,200
| -32% | -$22.6K | 0.04% | 275 |
|
|
2015
Q4 | $135K | Buy |
9,857
+2,897
| +42% | +$39.7K | 0.1% | 150 |
|
|
2015
Q3 | $145K | Sell |
6,960
-6,366
| -48% | -$133K | 0.11% | 139 |
|
|
2015
Q2 | $428K | Buy |
13,326
+12,226
| +1,111% | +$393K | 0.31% | 66 |
|
|
2015
Q1 | $35K | Buy |
+1,100
| New | +$35K | 0.02% | 331 |
|