Safeguard Investment Advisory Group’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 | $242K | Buy |
13,347
+1,021
| +8% | +$18.5K | 0.06% | 122 |
|
|
2025
Q1 | $229K | Buy |
12,326
+187
| +2% | +$3.48K | 0.06% | 121 |
|
|
2024
Q4 | $238K | Buy |
12,139
+147
| +1% | +$2.88K | 0.07% | 94 |
|
|
2024
Q3 | $192K | Buy |
11,992
+155
| +1% | +$2.49K | 0.05% | 115 |
|
|
2024
Q2 | $192K | Buy |
11,837
+289
| +3% | +$4.69K | 0.06% | 102 |
|
|
2024
Q1 | $182K | Buy |
11,548
+163
| +1% | +$2.56K | 0.06% | 100 |
|
|
2023
Q4 | $157K | Buy |
11,385
+171
| +2% | +$2.36K | 0.06% | 99 |
|
|
2023
Q3 | $157K | Buy |
11,214
+177
| +2% | +$2.48K | 0.07% | 92 |
|
|
2023
Q2 | $140K | Buy |
11,037
+703
| +7% | +$8.93K | 0.06% | 100 |
|
|
2023
Q1 | $129K | Buy |
10,334
+163
| +2% | +$2.03K | 0.06% | 97 |
|
|
2022
Q4 | $121K | Buy |
10,171
+150
| +1% | +$1.78K | 0.07% | 94 |
|
|
2022
Q3 | $110K | Buy |
+10,021
| New | +$110K | 0.08% | 93 |
|
|
2021
Q1 | – | Sell |
-3,200
| Closed | -$19K | – | 263 |
|
|
2020
Q4 | $19K | Buy |
+3,200
| New | +$19K | 0.02% | 314 |
|