Spirit of America Management Corp’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 | $7.79M | Sell |
429,700
-132,000
| -24% | -$2.39M | 1.62% | 9 |
|
|
2025
Q1 | $10.4M | Sell |
561,700
-13,000
| -2% | -$242K | 2.11% | 8 |
|
|
2024
Q4 | $11.3M | Sell |
574,700
-61,000
| -10% | -$1.19M | 2.28% | 4 |
|
|
2024
Q3 | $10.2M | Sell |
635,700
-17,000
| -3% | -$273K | 2.03% | 10 |
|
|
2024
Q2 | $10.6M | Sell |
652,700
-49,000
| -7% | -$795K | 2.15% | 9 |
|
|
2024
Q1 | $11M | Sell |
701,700
-94,500
| -12% | -$1.49M | 2.22% | 8 |
|
|
2023
Q4 | $11M | Buy |
796,200
+27,330
| +4% | +$377K | 2.41% | 8 |
|
|
2023
Q3 | $10.8M | Buy |
768,870
+2,000
| +0.3% | +$28.1K | 2.44% | 11 |
|
|
2023
Q2 | $9.74M | Sell |
766,870
-2,000
| -0.3% | -$25.4K | 2.19% | 12 |
|
|
2023
Q1 | $9.59M | Buy |
768,870
+12,500
| +2% | +$156K | 2.14% | 12 |
|
|
2022
Q4 | $8.98M | Buy |
756,370
+10,000
| +1% | +$119K | 2.02% | 12 |
|
|
2022
Q3 | $8.23M | Buy |
746,370
+6,650
| +0.9% | +$73.3K | 1.95% | 13 |
|
|
2022
Q2 | $7.38M | Buy |
739,720
+35,500
| +5% | +$354K | 1.68% | 14 |
|
|
2022
Q1 | $7.88M | Buy |
704,220
+114,000
| +19% | +$1.28M | 1.54% | 15 |
|
|
2021
Q4 | $4.86M | Hold |
590,220
| – | – | 0.98% | 29 |
|
|
2021
Q3 | $5.65M | Sell |
590,220
-9,000
| -2% | -$86.2K | 1.22% | 23 |
|
|
2021
Q2 | $6.37M | Hold |
599,220
| – | – | 1.36% | 19 |
|
|
2021
Q1 | $4.6M | Sell |
599,220
-29,571
| -5% | -$227K | 1.09% | 25 |
|
|
2020
Q4 | $3.89M | Sell |
628,791
-253,000
| -29% | -$1.56M | 0.97% | 29 |
|
|
2020
Q3 | $4.78M | Sell |
881,791
-244,000
| -22% | -$1.32M | 1.3% | 21 |
|
|
2020
Q2 | $8.02M | Sell |
1,125,791
-40,000
| -3% | -$285K | 2.06% | 12 |
|
|
2020
Q1 | $5.36M | Hold |
1,165,791
| – | – | 1.73% | 14 |
|
|
2019
Q4 | $15M | Sell |
1,165,791
-106,500
| -8% | -$1.37M | 2.61% | 10 |
|
|
2019
Q3 | $16.6M | Sell |
1,272,291
-16,600
| -1% | -$217K | 2.69% | 7 |
|
|
2019
Q2 | $18.1M | Sell |
1,288,891
-32,000
| -2% | -$451K | 2.73% | 7 |
|
|
2019
Q1 | $20.3M | Hold |
1,320,891
| – | – | 2.97% | 6 |
|
|
2018
Q4 | $17.4M | Buy |
1,320,891
+683,591
| +107% | +$9.03M | 2.75% | 5 |
|
|
2018
Q3 | $11.1M | Hold |
637,300
| – | – | 1.38% | 26 |
|
|
2018
Q2 | $11M | Buy |
+637,300
| New | +$11M | 1.36% | 25 |
|
|
2015
Q3 | – | Sell |
-112,836
| Closed | -$3.62M | – | 333 |
|
|
2015
Q2 | $3.62M | Buy |
112,836
+20,000
| +22% | +$642K | 0.7% | 41 |
|
|
2015
Q1 | $2.94M | Buy |
92,836
+20,000
| +27% | +$634K | 0.62% | 47 |
|
|
2014
Q4 | $2.09M | Buy |
72,836
+6,780
| +10% | +$195K | 0.53% | 50 |
|
|
2014
Q3 | $2.04M | Buy |
+66,056
| New | +$2.04M | 0.62% | 39 |
|