Stonegate Investment Group’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
$715K Buy
39,418
+4,216
+12% +$76.4K 0.02% 201
2025
Q1
$654K Buy
35,202
+882
+3% +$16.4K 0.02% 188
2024
Q4
$672K Buy
34,320
+482
+1% +$9.44K 0.02% 186
2024
Q3
$543K Buy
33,838
+509
+2% +$8.17K 0.01% 218
2024
Q2
$541K Buy
33,329
+2,625
+9% +$42.6K 0.02% 215
2024
Q1
$483K Buy
30,704
+488
+2% +$7.68K 0.02% 220
2023
Q4
$417K Buy
30,216
+506
+2% +$6.98K 0.01% 224
2023
Q3
$417K Sell
29,710
-1,617
-5% -$22.7K 0.02% 210
2023
Q2
$398K Buy
31,327
+4,643
+17% +$59K 0.01% 219
2023
Q1
$333K Buy
26,684
+376
+1% +$4.69K 0.01% 240
2022
Q4
$312K Buy
26,308
+43
+0.2% +$510 0.01% 241
2022
Q3
$290K Buy
26,265
+5,440
+26% +$60.1K 0.01% 228
2022
Q2
$208K Buy
20,825
+10,810
+108% +$108K 0.01% 264
2022
Q1
$112K Buy
+10,015
New +$112K ﹤0.01% 256