Southland Equity 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
Sell
-14,722
Closed -$274K 238
2025
Q1
$274K Hold
14,722
0.06% 183
2024
Q4
$288K Sell
14,722
-2,342
-14% -$45.9K 0.07% 176
2024
Q3
$274K Buy
17,064
+1,152
+7% +$18.5K 0.07% 184
2024
Q2
$258K Hold
15,912
0.07% 175
2024
Q1
$250K Buy
+15,912
New +$250K 0.07% 183
2023
Q4
Sell
-22,330
Closed -$313K 198
2023
Q3
$313K Sell
22,330
-20,000
-47% -$281K 0.11% 132
2023
Q2
$538K Hold
42,330
0.18% 79
2023
Q1
$528K Sell
42,330
-250
-0.6% -$3.12K 0.21% 82
2022
Q4
$505K Hold
42,580
0.19% 77
2022
Q3
$470K Hold
42,580
0.23% 75
2022
Q2
$425K Sell
42,580
-77
-0.2% -$768 0.19% 92
2022
Q1
$477K Hold
42,657
0.2% 87
2021
Q4
$351K Buy
42,657
+77
+0.2% +$634 0.14% 106
2021
Q3
$408K Buy
+42,580
New +$408K 0.19% 87