SFMG Wealth 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 | $705K | Buy |
38,889
+51
| +0.1% | +$925 | 0.05% | 122 |
|
|
2025
Q1 | $722K | Buy |
38,838
+1,612
| +4% | +$30K | 0.06% | 119 |
|
|
2024
Q4 | $729K | Buy |
37,226
+6,412
| +21% | +$126K | 0.06% | 117 |
|
|
2024
Q3 | $495K | Buy |
30,814
+42
| +0.1% | +$674 | 0.04% | 144 |
|
|
2024
Q2 | $499K | Sell |
30,772
-634
| -2% | -$10.3K | 0.04% | 137 |
|
|
2024
Q1 | $494K | Buy |
31,406
+674
| +2% | +$10.6K | 0.04% | 144 |
|
|
2023
Q4 | $424K | Buy |
30,732
+4,482
| +17% | +$61.9K | 0.04% | 157 |
|
|
2023
Q3 | $368K | Buy |
26,250
+8,535
| +48% | +$120K | 0.04% | 162 |
|
|
2023
Q2 | $225K | Sell |
17,715
-2,278
| -11% | -$28.9K | 0.02% | 212 |
|
|
2023
Q1 | $249K | Sell |
19,993
-1,692
| -8% | -$21.1K | 0.03% | 204 |
|
|
2022
Q4 | $257K | Buy |
21,685
+4,319
| +25% | +$51.3K | 0.03% | 194 |
|
|
2022
Q3 | $200K | Sell |
17,366
-4,803
| -22% | -$55.3K | 0.02% | 223 |
|
|
2022
Q2 | $221K | Buy |
22,169
+15
| +0.1% | +$150 | 0.03% | 217 |
|
|
2022
Q1 | $248K | Buy |
22,154
+3,395
| +18% | +$38K | 0.02% | 230 |
|
|
2021
Q4 | $154K | Sell |
18,759
-4,501
| -19% | -$37K | 0.02% | 279 |
|
|
2021
Q3 | $223K | Buy |
23,260
+2,834
| +14% | +$27.2K | 0.02% | 225 |
|
|
2021
Q2 | $217K | Sell |
20,426
-4,988
| -20% | -$53K | 0.02% | 233 |
|
|
2021
Q1 | $195K | Sell |
25,414
-4,390
| -15% | -$33.7K | 0.02% | 228 |
|
|
2020
Q4 | $184K | Buy |
29,804
+9,540
| +47% | +$58.9K | 0.02% | 214 |
|
|
2020
Q3 | $110K | Buy |
20,264
+32
| +0.2% | +$174 | 0.02% | 174 |
|
|
2020
Q2 | $144K | Sell |
20,232
-32,710
| -62% | -$233K | 0.02% | 156 |
|
|
2020
Q1 | $244K | Buy |
52,942
+14,173
| +37% | +$65.3K | 0.04% | 112 |
|
|
2019
Q4 | $497K | Buy |
38,769
+7,972
| +26% | +$102K | 0.06% | 104 |
|
|
2019
Q3 | $403K | Buy |
30,797
+14
| +0% | +$183 | 0.05% | 101 |
|
|
2019
Q2 | $453K | Buy |
30,783
+1,293
| +4% | +$19K | 0.06% | 97 |
|
|
2019
Q1 | $453K | Sell |
29,490
-5,807
| -16% | -$89.2K | 0.07% | 88 |
|
|
2018
Q4 | $466K | Buy |
35,297
+2,504
| +8% | +$33.1K | 0.08% | 75 |
|
|
2018
Q3 | $514K | Buy |
+32,793
| New | +$514K | 0.08% | 64 |
|
|
2018
Q2 | – | Sell |
-10,000
| Closed | -$142K | – | 153 |
|
|
2018
Q1 | $142K | Buy |
+10,000
| New | +$142K | 0.02% | 144 |
|
|
2015
Q3 | – | Sell |
-7,400
| Closed | -$237K | – | 118 |
|
|
2015
Q2 | $237K | Sell |
7,400
-7,400
| -50% | -$237K | 0.05% | 99 |
|
|
2015
Q1 | $469K | Buy |
14,800
+6,200
| +72% | +$196K | 0.04% | 107 |
|
|
2014
Q4 | $247K | Buy |
+8,600
| New | +$247K | 0.06% | 101 |
|