Sonora Investment Management Group’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
$1.3M Sell
71,851
-23,900
-25% -$433K 0.1% 118
2025
Q1
$1.78M Buy
95,751
+1,025
+1% +$19.1K 0.14% 107
2024
Q4
$1.86M Sell
94,726
-11,999
-11% -$235K 0.14% 108
2024
Q3
$1.71M Buy
106,725
+22,183
+26% +$356K 0.13% 114
2024
Q2
$1.33M Hold
84,542
0.1% 127
2024
Q1
$1.33M Sell
84,542
-1,684
-2% -$26.5K 0.1% 127
2023
Q4
$1.19M Sell
86,226
-3,306
-4% -$45.6K 0.1% 126
2023
Q3
$1.26M Buy
89,532
+5,299
+6% +$74.3K 0.11% 128
2023
Q2
$1.07M Sell
84,233
-7,400
-8% -$94K 0.09% 133
2023
Q1
$1.14M Sell
91,633
-7,200
-7% -$89.8K 0.1% 129
2022
Q4
$1.17M Buy
98,833
+16,300
+20% +$193K 0.11% 124
2022
Q3
$824K Hold
82,533
0.11% 109
2022
Q2
$824K Sell
82,533
-10,100
-11% -$101K 0.08% 139
2022
Q1
$1.04M Buy
92,633
+37,100
+67% +$415K 0.12% 111
2021
Q4
$457K Buy
+55,533
New +$457K 0.05% 140