Summit Financial Strategies’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.36M | Hold |
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|
2024
Q1 | $1.32M | Hold |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.18M | Hold |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $997K | Hold |
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|
2022
Q3 | $927K | Hold |
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|
2022
Q2 | $838K | Hold |
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|
2022
Q1 | $940K | Hold |
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|
2021
Q4 | $691K | Hold |
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|
2021
Q3 | $805K | Hold |
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|
2021
Q2 | $893K | Hold |
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|
2021
Q1 | $645K | Hold |
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|
2020
Q4 | $519K | Buy |
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