Summit Financial’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 | $12.5M | Buy |
688,464
+1,726
| +0.3% | +$31.3K | 0.28% | 63 |
|
|
2025
Q1 | $12.8M | Buy |
686,738
+1,213
| +0.2% | +$22.6K | 0.36% | 53 |
|
|
2024
Q4 | $13.4M | Buy |
685,525
+476,308
| +228% | +$9.33M | 0.47% | 35 |
|
|
2024
Q3 | $3.36M | Buy |
209,217
+12,860
| +7% | +$206K | 0.13% | 123 |
|
|
2024
Q2 | $3.18M | Buy |
196,357
+22,164
| +13% | +$360K | 0.15% | 108 |
|
|
2024
Q1 | $2.74M | Buy |
174,193
+24,464
| +16% | +$385K | 0.16% | 81 |
|
|
2023
Q4 | $2.07M | Buy |
149,729
+9,823
| +7% | +$136K | 0.14% | 102 |
|
|
2023
Q3 | $1.96M | Buy |
139,906
+121,698
| +668% | +$1.71M | 0.14% | 90 |
|
|
2023
Q2 | $231K | Buy |
18,208
+8,024
| +79% | +$102K | 0.02% | 295 |
|
|
2023
Q1 | $127K | Hold |
10,184
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $121K | Hold |
10,184
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $112K | Hold |
10,184
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $102K | Hold |
10,184
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $114K | Sell |
10,184
-699
| -6% | -$7.82K | 0.01% | 245 |
|
|
2021
Q4 | $89.6K | Buy |
+10,883
| New | +$89.6K | 0.01% | 242 |
|
|
2020
Q3 | – | Sell |
-15,048
| Closed | -$107K | – | 35 |
|
|
2020
Q2 | $107K | Sell |
15,048
-11,464
| -43% | -$81.6K | 0.02% | 35 |
|
|
2020
Q1 | $122K | Sell |
26,512
-15,913
| -38% | -$73.2K | 0.03% | 39 |
|
|
2019
Q4 | $544K | Buy |
+42,425
| New | +$544K | 0.09% | 29 |
|
|
2019
Q3 | – | Sell |
-49,419
| Closed | -$696K | – | 29 |
|
|
2019
Q2 | $696K | Sell |
49,419
-2,531
| -5% | -$35.6K | 0.12% | 28 |
|
|
2019
Q1 | $798K | Sell |
51,950
-861
| -2% | -$13.2K | 0.14% | 24 |
|
|
2018
Q4 | $698K | Buy |
+52,811
| New | +$698K | 0.14% | 25 |
|