Shepherd Financial Partners’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
$397K Buy
21,921
+8,246
+60% +$149K 0.04% 171
2025
Q1
$254K Buy
13,675
+215
+2% +$4K 0.03% 209
2024
Q4
$264K Buy
13,460
+238
+2% +$4.66K 0.03% 189
2024
Q3
$212K Buy
13,222
+253
+2% +$4.06K 0.03% 208
2024
Q2
$210K Buy
12,969
+251
+2% +$4.07K 0.03% 205
2024
Q1
$200K Buy
12,718
+267
+2% +$4.2K 0.03% 213
2023
Q4
$172K Buy
12,451
+278
+2% +$3.84K 0.02% 208
2023
Q3
$171K Buy
12,173
+281
+2% +$3.94K 0.03% 186
2023
Q2
$151K Buy
11,892
+278
+2% +$3.53K 0.02% 184
2023
Q1
$145K Buy
11,614
+269
+2% +$3.36K 0.02% 177
2022
Q4
$135K Buy
11,345
+242
+2% +$2.87K 0.02% 168
2022
Q3
$122K Buy
11,103
+210
+2% +$2.31K 0.02% 164
2022
Q2
$109K Buy
10,893
+193
+2% +$1.93K 0.02% 160
2022
Q1
$120K Buy
+10,700
New +$120K 0.02% 157