Trek 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
$244K Buy
13,433
+5
+0% +$91 0.02% 372
2025
Q1
$250K Buy
13,428
+5
+0% +$93 0.02% 340
2024
Q4
$263K Sell
13,423
-5,438
-29% -$107K 0.02% 352
2024
Q3
$303K Sell
18,861
-9
-0% -$144 0.02% 306
2024
Q2
$306K Sell
18,870
-901
-5% -$14.6K 0.02% 301
2024
Q1
$311K Sell
19,771
-11,286
-36% -$178K 0.02% 298
2023
Q4
$429K Sell
31,057
-7,018
-18% -$96.8K 0.04% 207
2023
Q3
$534K Sell
38,075
-3,098
-8% -$43.5K 0.05% 173
2023
Q2
$523K Sell
41,173
-5,276
-11% -$67K 0.05% 160
2023
Q1
$579K Buy
46,449
+14,399
+45% +$180K 0.05% 149
2022
Q4
$380K Buy
32,050
+5,335
+20% +$63.3K 0.04% 170
2022
Q3
$295K Sell
26,715
-11,608
-30% -$128K 0.03% 171
2022
Q2
$382K Buy
38,323
+4,087
+12% +$40.7K 0.04% 154
2022
Q1
$383K Buy
34,236
+6,446
+23% +$72.1K 0.03% 159
2021
Q4
$229K Buy
27,790
+3,526
+15% +$29.1K 0.02% 187
2021
Q3
$232K Buy
24,264
+6,108
+34% +$58.4K 0.02% 180
2021
Q2
$193K Buy
+18,156
New +$193K 0.02% 215