U.S. Capital Wealth Advisors’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 | $22.8M | Buy |
1,257,807
+99,848
| +9% | +$1.81M | 0.67% | 27 |
|
2025
Q1 | $21.5M | Buy |
1,157,959
+151,170
| +15% | +$2.81M | 0.66% | 27 |
|
2024
Q4 | $19.7M | Buy |
1,006,789
+14,941
| +2% | +$293K | 0.61% | 27 |
|
2024
Q3 | $15.9M | Buy |
991,848
+19,551
| +2% | +$314K | 0.56% | 34 |
|
2024
Q2 | $15.8M | Buy |
972,297
+6,491
| +0.7% | +$105K | 0.6% | 33 |
|
2024
Q1 | $15.2M | Buy |
965,806
+1,293
| +0.1% | +$20.3K | 0.58% | 33 |
|
2023
Q4 | $13.3M | Buy |
964,513
+92,980
| +11% | +$1.28M | 0.53% | 39 |
|
2023
Q3 | $12.2M | Buy |
871,533
+139,125
| +19% | +$1.95M | 0.55% | 39 |
|
2023
Q2 | $9.3M | Buy |
732,408
+16,711
| +2% | +$212K | 0.44% | 53 |
|
2023
Q1 | $8.92M | Buy |
715,697
+56,346
| +9% | +$703K | 0.41% | 51 |
|
2022
Q4 | $7.83M | Buy |
659,351
+18,464
| +3% | +$219K | 0.36% | 54 |
|
2022
Q3 | $7.07M | Buy |
640,887
+14,541
| +2% | +$160K | 0.36% | 56 |
|
2022
Q2 | $6.25M | Buy |
626,346
+116,472
| +23% | +$1.16M | 0.27% | 78 |
|
2022
Q1 | $5.71M | Buy |
509,874
+44,276
| +10% | +$495K | 0.21% | 104 |
|
2021
Q4 | $3.83M | Sell |
465,598
-85,701
| -16% | -$705K | 0.15% | 151 |
|
2021
Q3 | $5.28M | Buy |
+551,299
| New | +$5.28M | 0.23% | 109 |
|