SAM
Secure Asset Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
31,022
+1,103
| +4% | +$20K | 0.1% | 175 |
|
|
2025
Q1 | $556K | Buy |
29,919
+3,949
| +15% | +$73.4K | 0.11% | 162 |
|
|
2024
Q4 | $509K | Buy |
25,970
+11,842
| +84% | +$232K | 0.08% | 195 |
|
|
2024
Q3 | $227K | Buy |
+14,128
| New | +$227K | 0.04% | 276 |
|
|
2023
Q4 | – | Sell |
-94,238
| Closed | -$1.32M | – | 234 |
|
|
2023
Q3 | $1.32M | Sell |
94,238
-51,133
| -35% | -$717K | 0.4% | 57 |
|
|
2023
Q2 | $1.85M | Buy |
145,371
+7,850
| +6% | +$99.7K | 0.56% | 46 |
|
|
2023
Q1 | $1.71M | Buy |
137,521
+4,050
| +3% | +$50.5K | 0.57% | 49 |
|
|
2022
Q4 | $1.58M | Buy |
133,471
+86,814
| +186% | +$1.03M | 0.57% | 49 |
|
|
2022
Q3 | $515K | Buy |
46,657
+11,543
| +33% | +$127K | 0.29% | 66 |
|
|
2022
Q2 | $350K | Buy |
35,114
+20,636
| +143% | +$206K | 0.19% | 108 |
|
|
2022
Q1 | $162K | Buy |
+14,478
| New | +$162K | 0.07% | 197 |
|
|
2020
Q3 | – | Sell |
-13,604
| Closed | -$97K | – | 149 |
|
|
2020
Q2 | $97K | Buy |
+13,604
| New | +$97K | 0.07% | 150 |
|