TCFG Wealth 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
Q2
$523K Buy
28,833
+7,463
+35% +$135K 0.24% 116
2025
Q1
$397K Buy
21,370
+9,251
+76% +$172K 0.2% 126
2024
Q4
$237K Sell
12,119
-15,101
-55% -$296K 0.12% 191
2024
Q3
$437K Buy
+27,220
New +$437K 0.22% 109