United Capital Financial 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 | $490K | Buy |
27,032
+8,582
| +47% | +$156K | ﹤0.01% | 778 |
|
|
2025
Q1 | $343K | Buy |
+18,450
| New | +$343K | ﹤0.01% | 842 |
|
|
2024
Q4 | – | Sell |
-10,192
| Closed | -$164K | – | 1067 |
|
|
2024
Q3 | $164K | Sell |
10,192
-123
| -1% | -$1.97K | ﹤0.01% | 1023 |
|
|
2024
Q2 | $167K | Sell |
10,315
-43,603
| -81% | -$707K | ﹤0.01% | 980 |
|
|
2024
Q1 | $848K | Sell |
53,918
-680
| -1% | -$10.7K | 0.01% | 594 |
|
|
2023
Q4 | $753K | Sell |
54,598
-75,560
| -58% | -$1.04M | 0.01% | 624 |
|
|
2023
Q3 | $1.83M | Sell |
130,158
-371
| -0.3% | -$5.21K | 0.01% | 435 |
|
|
2023
Q2 | $1.66M | Sell |
130,529
-35,456
| -21% | -$450K | 0.01% | 469 |
|
|
2023
Q1 | $2.07M | Sell |
165,985
-23,652
| -12% | -$295K | 0.01% | 447 |
|
|
2022
Q4 | $2.25M | Buy |
189,637
+2,922
| +2% | +$34.7K | 0.01% | 459 |
|
|
2022
Q3 | $2.06M | Buy |
186,715
+3,319
| +2% | +$36.6K | 0.01% | 470 |
|
|
2022
Q2 | $1.83M | Sell |
183,396
-37,926
| -17% | -$378K | 0.01% | 510 |
|
|
2022
Q1 | $2.48M | Buy |
221,322
+28,113
| +15% | +$315K | 0.01% | 474 |
|
|
2021
Q4 | $1.59M | Sell |
193,209
-33,487
| -15% | -$276K | 0.01% | 585 |
|
|
2021
Q3 | $2.17M | Sell |
226,696
-12,730
| -5% | -$122K | 0.01% | 506 |
|
|
2021
Q2 | $2.55M | Sell |
239,426
-1,583
| -0.7% | -$16.8K | 0.01% | 496 |
|
|
2021
Q1 | $1.85M | Sell |
241,009
-54,748
| -19% | -$420K | 0.01% | 520 |
|
|
2020
Q4 | $1.83M | Sell |
295,757
-31,207
| -10% | -$193K | 0.01% | 523 |
|
|
2020
Q3 | $1.77M | Sell |
326,964
-3,368
| -1% | -$18.3K | 0.01% | 531 |
|
|
2020
Q2 | $2.35M | Sell |
330,332
-21,071
| -6% | -$150K | 0.02% | 476 |
|
|
2020
Q1 | $1.62M | Sell |
351,403
-30,717
| -8% | -$141K | 0.01% | 537 |
|
|
2019
Q4 | $4.86M | Sell |
382,120
-19,697
| -5% | -$250K | 0.03% | 425 |
|
|
2019
Q3 | $5.26M | Sell |
401,817
-71,911
| -15% | -$941K | 0.04% | 398 |
|
|
2019
Q2 | $6.67M | Buy |
473,728
+76,494
| +19% | +$1.08M | 0.04% | 363 |
|
|
2019
Q1 | $6.11M | Buy |
397,234
+5,048
| +1% | +$77.6K | 0.04% | 374 |
|
|
2018
Q4 | $5.18M | Buy |
392,186
+145,683
| +59% | +$1.92M | 0.04% | 368 |
|
|
2018
Q3 | $4.3M | Sell |
246,503
-1,454
| -0.6% | -$25.3K | 0.03% | 462 |
|
|
2018
Q2 | $4.28M | Hold |
247,957
| – | – | 0.03% | 445 |
|
|
2018
Q1 | $3.52M | Sell |
247,957
-14,144
| -5% | -$201K | 0.03% | 467 |
|
|
2017
Q4 | $4.51M | Buy |
262,101
+510
| +0.2% | +$8.77K | 0.04% | 427 |
|
|
2017
Q3 | $4.55M | Sell |
261,591
-996
| -0.4% | -$17.3K | 0.04% | 408 |
|
|
2017
Q2 | $4.72M | Sell |
262,587
-6,500
| -2% | -$117K | 0.04% | 390 |
|
|
2017
Q1 | $5.31M | Buy |
269,087
+2,292
| +0.9% | +$45.2K | 0.05% | 357 |
|
|
2016
Q4 | $5.15M | Sell |
266,795
-789
| -0.3% | -$15.2K | 0.05% | 364 |
|
|
2016
Q3 | $4.49M | Buy |
267,584
+511
| +0.2% | +$8.58K | 0.04% | 401 |
|
|
2016
Q2 | $3.74M | Sell |
267,073
-16,969
| -6% | -$238K | 0.04% | 421 |
|
|
2016
Q1 | $2.03M | Sell |
284,042
-41,166
| -13% | -$293K | 0.02% | 529 |
|
|
2015
Q4 | $4.47M | Sell |
325,208
-12,899
| -4% | -$177K | 0.05% | 356 |
|
|
2015
Q3 | $7.04M | Sell |
338,107
-20,871
| -6% | -$434K | 0.08% | 253 |
|
|
2015
Q2 | $5.76M | Buy |
358,978
+3,814
| +1% | +$61.2K | 0.07% | 317 |
|
|
2015
Q1 | $11.8M | Buy |
355,164
+8,384
| +2% | +$279K | 0.14% | 177 |
|
|
2014
Q4 | $9.95M | Buy |
346,780
+36,004
| +12% | +$1.03M | 0.15% | 165 |
|
|
2014
Q3 | $9.59M | Sell |
310,776
-16,422
| -5% | -$507K | 0.17% | 159 |
|
|
2014
Q2 | $9.64M | Buy |
327,198
+12,704
| +4% | +$374K | 0.18% | 147 |
|
|
2014
Q1 | $7.35M | Buy |
314,494
+33,894
| +12% | +$792K | 0.16% | 154 |
|
|
2013
Q4 | $5.73M | Sell |
280,600
-22,688
| -7% | -$464K | 0.2% | 135 |
|
|
2013
Q3 | $4.99M | Buy |
303,288
+14,488
| +5% | +$238K | 0.16% | 146 |
|
|
2013
Q2 | $4.32M | Buy |
+288,800
| New | +$4.32M | 0.11% | 214 |
|