Steward Partners Investment Advisory’s Energy Transfer Partners ET Stock Holding History

Steward Partners Investment Advisory’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.25M	Buy	399,646 +2,020	+0.5%	+$36.6K	0.06%	330
2025 Q1	$7.39M	Buy	397,626 +23,252	+6%	+$432K	0.07%	303
2024 Q4	$7.33M	Buy	374,374 +11,833	+3%	+$232K	0.07%	292
2024 Q3	$5.82M	Sell	362,541 -4,220	-1%	-$67.7K	0.05%	326
2024 Q2	$5.95M	Buy	366,761 +16,787	+5%	+$272K	0.06%	299
2024 Q1	$5.51M	Buy	349,974 +36,486	+12%	+$574K	0.06%	318
2023 Q4	$4.33M	Buy	313,488 +5,476	+2%	+$75.6K	0.06%	316
2023 Q3	$4.32M	Buy	308,012 +19,363	+7%	+$272K	0.07%	285
2023 Q2	$3.67M	Buy	288,649 +1,107	+0.4%	+$14.1K	0.06%	327
2023 Q1	$3.59M	Buy	287,542 +21,403	+8%	+$267K	0.06%	326
2022 Q4	$3.16M	Buy	266,139 +1,564	+0.6%	+$18.6K	0.05%	342
2022 Q3	$2.92M	Sell	264,575 -3,156	-1%	-$34.8K	0.05%	337
2022 Q2	$2.67M	Buy	267,731 +5,170	+2%	+$51.6K	0.05%	360
2022 Q1	$2.94M	Buy	262,561 +10,067	+4%	+$113K	0.05%	376
2021 Q4	$2.08M	Buy	252,494 +9,186	+4%	+$75.6K	0.03%	485
2021 Q3	$2.33M	Buy	243,308 +1,054	+0.4%	+$10.1K	0.04%	412
2021 Q2	$2.58M	Sell	242,254 -39,925	-14%	-$424K	0.04%	387
2021 Q1	$2.17M	Buy	282,179 +99,586	+55%	+$765K	0.04%	412
2020 Q4	$1.13M	Sell	182,593 -24,745	-12%	-$153K	0.02%	526
2020 Q3	$1.12M	Buy	207,338 +130	+0.1%	+$705	0.03%	454
2020 Q2	$1.48M	Sell	207,208 -34	-0%	-$242	0.04%	362
2020 Q1	$953K	Buy	207,242 +18,258	+10%	+$84K	0.03%	398
2019 Q4	$2.42M	Sell	188,984 -2,678	-1%	-$34.3K	0.07%	273
2019 Q3	$2.51M	Buy	191,662 +8,003	+4%	+$105K	0.08%	242
2019 Q2	$2.59M	Buy	183,659 +29,405	+19%	+$414K	0.09%	213
2019 Q1	$2.37M	Buy	154,254 +1,366	+0.9%	+$21K	0.1%	206
2018 Q4	$2.02M	Buy	152,888 +94,951	+164%	+$1.25M	0.1%	221
2018 Q3	$1.01M	Sell	57,937 -935	-2%	-$16.3K	0.05%	341
2018 Q2	$1.02M	Buy	58,872 +20,204	+52%	+$349K	0.06%	297
2018 Q1	$549K	Buy	+38,668	New	+$549K	0.04%	399