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