Sanders Morris Harris’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 | $1.12M | Sell |
61,962
-23,236
| -27% | -$421K | 0.27% | 34 |
|
2025
Q1 | $1.59M | Sell |
85,198
-2,000
| -2% | -$37.3K | 0.25% | 57 |
|
2024
Q4 | $1.69M | Buy |
87,198
+16,000
| +22% | +$311K | 0.25% | 61 |
|
2024
Q3 | $1.14M | Sell |
71,198
-4,520
| -6% | -$72.5K | 0.19% | 75 |
|
2024
Q2 | $1.23M | Sell |
75,718
-7,384
| -9% | -$120K | 0.2% | 69 |
|
2024
Q1 | $1.31M | Buy |
83,102
+35,946
| +76% | +$565K | 0.24% | 63 |
|
2023
Q4 | $659K | Sell |
47,156
-23,369
| -33% | -$326K | 0.32% | 89 |
|
2023
Q3 | $980K | Hold |
70,525
| – | – | 0.2% | 67 |
|
2023
Q2 | $901K | Buy |
70,525
+39,656
| +128% | +$507K | 0.2% | 70 |
|
2023
Q1 | $385K | Sell |
30,869
-37,656
| -55% | -$470K | 0.13% | 76 |
|
2022
Q4 | $813K | Hold |
68,525
| – | – | 0.31% | 70 |
|
2022
Q3 | $767K | Hold |
68,525
| – | – | 0.19% | 87 |
|
2022
Q2 | $686K | Hold |
68,525
| – | – | 0.15% | 103 |
|
2022
Q1 | $767K | Hold |
68,525
| – | – | 0.15% | 107 |
|
2021
Q4 | $581K | Buy |
68,525
+4,000
| +6% | +$33.9K | 0.1% | 155 |
|
2021
Q3 | $618K | Hold |
64,525
| – | – | 0.11% | 137 |
|
2021
Q2 | $687K | Sell |
64,525
-54,055
| -46% | -$576K | 0.13% | 132 |
|
2021
Q1 | $915K | Sell |
118,580
-4,971
| -4% | -$38.4K | 0.19% | 94 |
|
2020
Q4 | $804K | Sell |
123,551
-28,883
| -19% | -$188K | 0.18% | 102 |
|
2020
Q3 | $852K | Buy |
+152,434
| New | +$852K | 0.23% | 91 |
|
2020
Q2 | – | Sell |
-202,603
| Closed | -$88K | – | 144 |
|
2020
Q1 | $88K | Sell |
202,603
-97,437
| -32% | -$42.3K | 0.09% | 114 |
|
2019
Q4 | $4.09M | Buy |
300,040
+10,100
| +3% | +$138K | 0.93% | 23 |
|
2019
Q3 | $3.73M | Buy |
289,940
+37,500
| +15% | +$483K | 0.9% | 21 |
|
2019
Q2 | $3.55M | Buy |
252,440
+210,072
| +496% | +$2.95M | 0.92% | 22 |
|
2019
Q1 | $651K | Sell |
42,368
-1,063
| -2% | -$16.3K | 0.32% | 53 |
|
2018
Q4 | $573K | Buy |
43,431
+32,231
| +288% | +$425K | 0.31% | 53 |
|
2018
Q3 | $195K | Hold |
11,200
| – | – | 0.09% | 120 |
|
2018
Q2 | $193K | Sell |
11,200
-5,000
| -31% | -$86.2K | 0.09% | 124 |
|
2018
Q1 | $230K | Sell |
16,200
-23,000
| -59% | -$327K | 0.1% | 114 |
|
2017
Q4 | $677K | Sell |
39,200
-21,300
| -35% | -$368K | 0.29% | 50 |
|
2017
Q3 | $1.05M | Sell |
60,500
-3,000
| -5% | -$52.2K | 0.45% | 49 |
|
2017
Q2 | $1.14M | Sell |
63,500
-17,050
| -21% | -$306K | 0.47% | 37 |
|
2017
Q1 | $1.59M | Buy |
80,550
+52,800
| +190% | +$1.04M | 0.58% | 43 |
|
2016
Q4 | $535K | Buy |
+27,750
| New | +$535K | 0.25% | 58 |
|