SOA Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Hold
2025
Q2
$244K Sell
2025
Q1
$260K Buy
2024
Q4
$37.6K Buy
2024
Q3
$24.1K Hold
2024
Q2
$24.3K Hold
2024
Q1
$23.6K Hold
2023
Q4
$20.7K Hold
2023
Q3
$21K Hold
2023
Q2
$19.1K Hold
2023
Q1
$18.7K Hold
2022
Q4
$17.8K Hold
2022
Q3
$16K Buy