SkyOak Wealth’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 | $364K | Hold |
20,090
| – | – | 0.07% | 149 |
|
|
2025
Q1 | $373K | Buy |
20,090
+3,000
| +18% | +$55.8K | 0.08% | 138 |
|
|
2024
Q4 | $335K | Hold |
17,090
| – | – | 0.07% | 158 |
|
|
2024
Q3 | $274K | Buy |
17,090
+1,500
| +10% | +$24.1K | 0.06% | 184 |
|
|
2024
Q2 | $253K | Hold |
15,590
| – | – | 0.06% | 198 |
|
|
2024
Q1 | $245K | Hold |
15,590
| – | – | 0.06% | 210 |
|
|
2023
Q4 | $215K | Sell |
15,590
-150
| -1% | -$2.07K | 0.06% | 219 |
|
|
2023
Q3 | $221K | Hold |
15,740
| – | – | 0.06% | 208 |
|
|
2023
Q2 | $200K | Sell |
15,740
-50
| -0.3% | -$635 | 0.06% | 220 |
|
|
2023
Q1 | $197K | Hold |
15,790
| – | – | 0.06% | 230 |
|
|
2022
Q4 | $187K | Buy |
15,790
+45
| +0.3% | +$534 | 0.06% | 207 |
|
|
2022
Q3 | $174K | Buy |
15,745
+155
| +1% | +$1.71K | 0.06% | 197 |
|
|
2022
Q2 | $156K | Hold |
15,590
| – | – | 0.05% | 202 |
|
|
2022
Q1 | $174K | Hold |
15,590
| – | – | 0.05% | 227 |
|
|
2021
Q4 | $128K | Buy |
15,590
+1,386
| +10% | +$11.4K | 0.03% | 237 |
|
|
2021
Q3 | $136K | Hold |
14,204
| – | – | 0.04% | 225 |
|
|
2021
Q2 | $151K | Hold |
14,204
| – | – | 0.04% | 228 |
|
|
2021
Q1 | $122K | Hold |
14,204
| – | – | 0.03% | 227 |
|
|
2020
Q4 | $88K | Hold |
14,204
| – | – | 0.03% | 211 |
|
|
2020
Q3 | $77K | Hold |
14,204
| – | – | 0.03% | 199 |
|
|
2020
Q2 | $101K | Hold |
14,204
| – | – | 0.04% | 232 |
|
|
2020
Q1 | $65K | Hold |
14,204
| – | – | 0.03% | 207 |
|
|
2019
Q4 | $182K | Buy |
+14,204
| New | +$182K | 0.06% | 296 |
|