Resonant Capital 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 | $239K | Hold |
13,180
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $245K | Hold |
13,180
| – | – | 0.02% | 321 |
|
|
2024
Q4 | $258K | Hold |
13,180
| – | – | 0.02% | 298 |
|
|
2024
Q3 | $212K | Hold |
13,180
| – | – | 0.02% | 335 |
|
|
2024
Q2 | $214K | Hold |
13,180
| – | – | 0.02% | 322 |
|
|
2024
Q1 | $207K | Hold |
13,180
| – | – | 0.02% | 327 |
|
|
2023
Q4 | $182K | Hold |
13,180
| – | – | 0.02% | 280 |
|
|
2023
Q3 | $185K | Hold |
13,180
| – | – | 0.02% | 262 |
|
|
2023
Q2 | $167K | Buy |
+13,180
| New | +$167K | 0.02% | 265 |
|
|
2020
Q3 | – | Sell |
-15,304
| Closed | -$109K | – | 163 |
|
|
2020
Q2 | $109K | Buy |
15,304
+1,542
| +11% | +$11K | 0.03% | 177 |
|
|
2020
Q1 | $63K | Sell |
13,762
-1,435
| -9% | -$6.57K | 0.02% | 184 |
|
|
2019
Q4 | $195K | Buy |
+15,197
| New | +$195K | 0.06% | 200 |
|