SWM
Stockman Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
63,466
+900
| +1% | +$16.3K | 0.16% | 70 |
|
|
2025
Q1 | $1.16M | Buy |
62,566
+2,900
| +5% | +$53.9K | 0.17% | 68 |
|
|
2024
Q4 | $1.17M | Buy |
59,666
+600
| +1% | +$11.8K | 0.18% | 62 |
|
|
2024
Q3 | $948K | Hold |
59,066
| – | – | 0.15% | 73 |
|
|
2024
Q2 | $958K | Sell |
59,066
-27,850
| -32% | -$452K | 0.17% | 69 |
|
|
2024
Q1 | $1.37M | Hold |
86,916
| – | – | 0.24% | 62 |
|
|
2023
Q4 | $1.2M | Buy |
86,916
+28,048
| +48% | +$387K | 0.24% | 62 |
|
|
2023
Q3 | $826K | Hold |
58,868
| – | – | 0.18% | 74 |
|
|
2023
Q2 | $748K | Sell |
58,868
-4,000
| -6% | -$50.8K | 0.16% | 82 |
|
|
2023
Q1 | $784K | Buy |
62,868
+1,000
| +2% | +$12.5K | 0.18% | 77 |
|
|
2022
Q4 | $734K | Hold |
61,868
| – | – | 0.17% | 84 |
|
|
2022
Q3 | $682K | Hold |
61,868
| – | – | 0.18% | 74 |
|
|
2022
Q2 | $617K | Hold |
61,868
| – | – | 0.16% | 81 |
|
|
2022
Q1 | $692K | Sell |
61,868
-6,480
| -9% | -$72.5K | 0.14% | 86 |
|
|
2021
Q4 | $563K | Buy |
68,348
+664
| +1% | +$5.47K | 0.11% | 107 |
|
|
2021
Q3 | $648K | Hold |
67,684
| – | – | 0.14% | 92 |
|
|
2021
Q2 | $719K | Buy |
67,684
+4,600
| +7% | +$48.9K | 0.17% | 84 |
|
|
2021
Q1 | $484K | Hold |
63,084
| – | – | 0.13% | 108 |
|
|
2020
Q4 | $390K | Hold |
63,084
| – | – | 0.12% | 114 |
|
|
2020
Q3 | $342K | Hold |
63,084
| – | – | 0.12% | 106 |
|
|
2020
Q2 | $449K | Buy |
63,084
+9,480
| +18% | +$67.5K | 0.17% | 97 |
|
|
2020
Q1 | $247K | Buy |
53,604
+20,400
| +61% | +$94K | 0.11% | 118 |
|
|
2019
Q4 | $426K | Buy |
33,204
+5,616
| +20% | +$72.1K | 0.15% | 104 |
|
|
2019
Q3 | $361K | Buy |
+27,588
| New | +$361K | 0.14% | 107 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 102 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 99 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 102 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 143 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 145 |
|