SFG
Sovereign Financial Group’s Energy Transfer Partners ET Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $232K | Buy |
12,779
+2,214
| +21% | +$40.1K | 0.05% | 278 |
|
2025
Q1 | $196K | Buy |
+10,565
| New | +$196K | 0.05% | 275 |
|
2024
Q3 | – | Sell |
-10,997
| Closed | -$178K | – | 287 |
|
2024
Q2 | $178K | Sell |
10,997
-900
| -8% | -$14.6K | 0.04% | 272 |
|
2024
Q1 | $187K | Buy |
+11,897
| New | +$187K | 0.05% | 277 |
|