SFWA
Summit Financial Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $399K | Hold |
21,441
| – | – | 0.08% | 101 |
|
|
2024
Q4 | $445K | Buy |
21,441
+437
| +2% | +$9.07K | 0.09% | 97 |
|
|
2024
Q3 | $337K | Hold |
21,004
| – | – | 0.06% | 109 |
|
|
2024
Q2 | $341K | Buy |
21,004
+1,003
| +5% | +$16.3K | 0.07% | 98 |
|
|
2024
Q1 | $315K | Hold |
20,001
| – | – | 0.06% | 100 |
|
|
2023
Q4 | $276K | Buy |
20,001
+1
| +0% | +$14 | 0.06% | 104 |
|
|
2023
Q3 | $266K | Hold |
20,000
| – | – | 0.07% | 104 |
|
|
2023
Q2 | $254K | Hold |
20,000
| – | – | 0.06% | 107 |
|
|
2023
Q1 | $249K | Hold |
20,000
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $237K | Hold |
20,000
| – | – | 0.06% | 118 |
|
|
2022
Q3 | $249K | Hold |
20,000
| – | – | 0.07% | 107 |
|
|
2022
Q2 | $212K | Hold |
20,000
| – | – | 0.05% | 122 |
|
|
2022
Q1 | $224K | Hold |
20,000
| – | – | 0.05% | 117 |
|
|
2021
Q4 | $178K | Hold |
20,000
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $192K | Hold |
20,000
| – | – | 0.04% | 123 |
|
|
2021
Q2 | $213K | Hold |
20,000
| – | – | 0.05% | 116 |
|
|
2021
Q1 | $124K | Hold |
20,000
| – | – | 0.03% | 111 |
|
|
2020
Q4 | $108K | Hold |
20,000
| – | – | 0.03% | 98 |
|
|
2020
Q3 | $103K | Buy |
+20,000
| New | +$103K | 0.03% | 115 |
|
|
2020
Q2 | – | Sell |
-65,000
| Closed | -$360K | – | 125 |
|
|
2020
Q1 | $360K | Buy |
+65,000
| New | +$360K | 0.11% | 86 |
|