United Advisor Group’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 | $425K | Hold |
23,419
| – | – | 0.07% | 252 |
|
|
2025
Q1 | $435K | Buy |
23,419
+4,879
| +26% | +$90.7K | 0.09% | 208 |
|
|
2024
Q4 | $363K | Buy |
18,540
+534
| +3% | +$10.5K | 0.07% | 256 |
|
|
2024
Q3 | $289K | Buy |
18,006
+300
| +2% | +$4.82K | 0.07% | 285 |
|
|
2024
Q2 | $287K | Hold |
17,706
| – | – | 0.09% | 202 |
|
|
2024
Q1 | $279K | Buy |
+17,706
| New | +$279K | 0.1% | 172 |
|