SFS
Summit Financial Strategies’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
85,184
+100
| +0.1% | +$1.81K | 0.14% | 48 |
|
|
2025
Q1 | $1.58M | Sell |
85,084
-391
| -0.5% | -$7.27K | 0.16% | 47 |
|
|
2024
Q4 | $1.67M | Buy |
85,475
+1,468
| +2% | +$28.8K | 0.18% | 46 |
|
|
2024
Q3 | $1.35M | Hold |
84,007
| – | – | 0.15% | 49 |
|
|
2024
Q2 | $1.36M | Hold |
84,007
| – | – | 0.17% | 46 |
|
|
2024
Q1 | $1.32M | Hold |
84,007
| – | – | 0.18% | 42 |
|
|
2023
Q4 | $1.16M | Hold |
84,007
| – | – | 0.18% | 44 |
|
|
2023
Q3 | $1.18M | Hold |
84,007
| – | – | 0.22% | 34 |
|
|
2023
Q2 | $1.07M | Sell |
84,007
-100
| -0.1% | -$1.27K | 0.2% | 37 |
|
|
2023
Q1 | $1.05M | Buy |
84,107
+100
| +0.1% | +$1.25K | 0.21% | 41 |
|
|
2022
Q4 | $997K | Hold |
84,007
| – | – | 0.21% | 38 |
|
|
2022
Q3 | $927K | Hold |
84,007
| – | – | 0.22% | 37 |
|
|
2022
Q2 | $838K | Hold |
84,007
| – | – | 0.2% | 40 |
|
|
2022
Q1 | $940K | Hold |
84,007
| – | – | 0.19% | 37 |
|
|
2021
Q4 | $691K | Hold |
84,007
| – | – | 0.13% | 53 |
|
|
2021
Q3 | $805K | Hold |
84,007
| – | – | 0.15% | 42 |
|
|
2021
Q2 | $893K | Hold |
84,007
| – | – | 0.18% | 40 |
|
|
2021
Q1 | $645K | Hold |
84,007
| – | – | 0.23% | 29 |
|
|
2020
Q4 | $519K | Buy |
+84,007
| New | +$519K | 0.18% | 40 |
|