Private Client Services’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
$346K Sell
19,096
-3,089
-14% -$56K 0.13% 135
2025
Q1
$412K Buy
22,185
+5,270
+31% +$98K 0.2% 105
2024
Q4
$331K Buy
16,915
+511
+3% +$10K 0.18% 114
2024
Q3
$263K Buy
16,404
+11
+0.1% +$177 0.14% 135
2024
Q2
$266K Buy
16,393
+83
+0.5% +$1.35K 0.17% 105
2024
Q1
$257K Buy
16,310
+576
+4% +$9.06K 0.17% 106
2023
Q4
$217K Buy
+15,734
New +$217K 0.18% 123