SWA
SOA Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
218,406
-15,375
| -7% | -$17.2K | 0.05% | 180 |
|
|
2025
Q1 | $260K | Buy |
233,781
+231,860
| +12,070% | +$258K | 0.05% | 165 |
|
|
2024
Q4 | $37.6K | Buy |
1,921
+421
| +28% | +$8.25K | 0.01% | 366 |
|
|
2024
Q3 | $24.1K | Hold |
1,500
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $24.3K | Hold |
1,500
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $23.6K | Hold |
1,500
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $20.7K | Hold |
1,500
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $21K | Hold |
1,500
| – | – | 0.01% | 410 |
|
|
2023
Q2 | $19.1K | Hold |
1,500
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $18.7K | Hold |
1,500
| – | – | ﹤0.01% | 434 |
|
|
2022
Q4 | $17.8K | Hold |
1,500
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $16K | Buy |
+1,500
| New | +$16K | ﹤0.01% | 425 |
|