Summit Asset Management’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
Q1 | – | Sell |
-13,645
| Closed | -$267K | – | 168 |
|
|
2024
Q4 | $267K | Sell |
13,645
-1,470
| -10% | -$28.8K | 0.05% | 138 |
|
|
2024
Q3 | $243K | Buy |
+15,115
| New | +$243K | 0.05% | 149 |
|
|
2015
Q4 | – | Sell |
-10,920
| Closed | -$227K | – | 89 |
|
|
2015
Q3 | $227K | Sell |
10,920
-1,800
| -14% | -$37.4K | 0.16% | 84 |
|
|
2015
Q2 | $408K | Sell |
12,720
-2,400
| -16% | -$77K | 0.28% | 57 |
|
|
2015
Q1 | $479K | Buy |
15,120
+600
| +4% | +$19K | 0.33% | 48 |
|
|
2014
Q4 | $417K | Sell |
14,520
-880
| -6% | -$25.3K | 0.3% | 52 |
|
|
2014
Q3 | $475K | Buy |
15,400
+3,800
| +33% | +$117K | 0.36% | 46 |
|
|
2014
Q2 | $342K | Hold |
11,600
| – | – | 0.26% | 60 |
|
|
2014
Q1 | $271K | Hold |
11,600
| – | – | 0.22% | 69 |
|
|
2013
Q4 | $237K | Buy |
+11,600
| New | +$237K | 0.19% | 77 |
|