Sequoia Financial 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 | $992K | Buy |
54,725
+4,873
| +10% | +$88.3K | 0.01% | 687 |
|
|
2025
Q1 | $927K | Buy |
49,852
+1,558
| +3% | +$29K | 0.01% | 643 |
|
|
2024
Q4 | $946K | Buy |
48,294
+1,102
| +2% | +$21.6K | 0.01% | 590 |
|
|
2024
Q3 | $757K | Buy |
47,192
+12,787
| +37% | +$205K | 0.01% | 621 |
|
|
2024
Q2 | $558K | Sell |
34,405
-1,126
| -3% | -$18.3K | 0.01% | 651 |
|
|
2024
Q1 | $559K | Buy |
35,531
+2,804
| +9% | +$44.1K | 0.01% | 650 |
|
|
2023
Q4 | $452K | Buy |
32,727
+351
| +1% | +$4.84K | 0.01% | 765 |
|
|
2023
Q3 | $454K | Buy |
32,376
+4,296
| +15% | +$60.3K | 0.01% | 544 |
|
|
2023
Q2 | $357K | Buy |
28,080
+8,751
| +45% | +$111K | 0.01% | 633 |
|
|
2023
Q1 | $241K | Sell |
19,329
-10,976
| -36% | -$137K | 0.01% | 702 |
|
|
2022
Q4 | $360K | Buy |
+30,305
| New | +$360K | 0.01% | 531 |
|
|
2016
Q2 | – | Sell |
-10,255
| Closed | -$73K | – | 262 |
|
|
2016
Q1 | $73K | Buy |
+10,255
| New | +$73K | 0.02% | 193 |
|
|
2015
Q3 | – | Sell |
-9,634
| Closed | -$309K | – | 181 |
|
|
2015
Q2 | $309K | Buy |
9,634
+156
| +2% | +$5K | 0.13% | 133 |
|
|
2015
Q1 | $300K | Sell |
9,478
-1,076
| -10% | -$34.1K | 0.14% | 129 |
|
|
2014
Q4 | $303K | Sell |
10,554
-13,614
| -56% | -$391K | 0.21% | 106 |
|
|
2014
Q3 | $745K | Buy |
+24,168
| New | +$745K | 0.52% | 47 |
|
|
2014
Q2 | – | Sell |
-35,416
| Closed | -$828K | – | 163 |
|
|
2014
Q1 | $828K | Sell |
35,416
-5,520
| -13% | -$129K | 0.69% | 29 |
|
|
2013
Q4 | $837K | Buy |
+40,936
| New | +$837K | 0.69% | 30 |
|