Valeo 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 | $3.87M | Buy |
213,331
+32,405
| +18% | +$588K | 0.1% | 107 |
|
|
2025
Q1 | $3.36M | Sell |
180,926
-74,601
| -29% | -$1.39M | 0.09% | 101 |
|
|
2024
Q4 | $4.06M | Sell |
255,527
-40,845
| -14% | -$649K | 0.11% | 86 |
|
|
2024
Q3 | $3.99M | Buy |
296,372
+10,934
| +4% | +$147K | 0.11% | 87 |
|
|
2024
Q2 | $3.86M | Buy |
285,438
+46,467
| +19% | +$628K | 0.12% | 83 |
|
|
2024
Q1 | $3.79M | Sell |
238,971
-16,127
| -6% | -$256K | 0.14% | 80 |
|
|
2023
Q4 | $3.52M | Sell |
255,098
-3,964
| -2% | -$54.7K | 0.14% | 85 |
|
|
2023
Q3 | $3.63M | Buy |
259,062
+87,576
| +51% | +$1.23M | 0.17% | 76 |
|
|
2023
Q2 | $2.18M | Buy |
171,486
+8,820
| +5% | +$112K | 0.1% | 115 |
|
|
2023
Q1 | $2.03M | Buy |
162,666
+49,915
| +44% | +$622K | 0.1% | 127 |
|
|
2022
Q4 | $1.34M | Buy |
112,751
+4,247
| +4% | +$50.4K | 0.07% | 160 |
|
|
2022
Q3 | $1.2M | Sell |
108,504
-25,940
| -19% | -$286K | 0.08% | 151 |
|
|
2022
Q2 | $1.34M | Buy |
134,444
+11,415
| +9% | +$114K | 0.08% | 137 |
|
|
2022
Q1 | $1.38M | Buy |
123,029
+166
| +0.1% | +$1.86K | 0.07% | 162 |
|
|
2021
Q4 | $1.01M | Buy |
122,863
+7,408
| +6% | +$61K | 0.05% | 188 |
|
|
2021
Q3 | $1.11M | Buy |
115,455
+92
| +0.1% | +$881 | 0.06% | 165 |
|
|
2021
Q2 | $1.23M | Buy |
115,363
+7,941
| +7% | +$84.4K | 0.07% | 137 |
|
|
2021
Q1 | $825K | Buy |
107,422
+11,434
| +12% | +$87.8K | 0.04% | 193 |
|
|
2020
Q4 | $593K | Buy |
95,988
+18,675
| +24% | +$115K | 0.03% | 223 |
|
|
2020
Q3 | $419K | Sell |
77,313
-167,860
| -68% | -$910K | 0.04% | 206 |
|
|
2020
Q2 | $1.75M | Buy |
245,173
+50,904
| +26% | +$363K | 0.16% | 88 |
|
|
2020
Q1 | $1.13M | Sell |
194,269
-15,098
| -7% | -$87.7K | 0.12% | 108 |
|
|
2019
Q4 | $2.69M | Buy |
209,367
+48,551
| +30% | +$623K | 0.26% | 57 |
|
|
2019
Q3 | $2.1M | Buy |
160,816
+21,646
| +16% | +$283K | 0.23% | 70 |
|
|
2019
Q2 | $1.96M | Buy |
139,170
+50,092
| +56% | +$705K | 0.22% | 72 |
|
|
2019
Q1 | $1.37M | Buy |
89,078
+54,968
| +161% | +$845K | 0.17% | 94 |
|
|
2018
Q4 | $451K | Buy |
34,110
+1,616
| +5% | +$21.4K | 0.06% | 173 |
|
|
2018
Q3 | $505K | Buy |
32,494
+10,746
| +49% | +$167K | 0.07% | 178 |
|
|
2018
Q2 | $379K | Buy |
21,748
+105
| +0.5% | +$1.83K | 0.05% | 201 |
|
|
2018
Q1 | $308K | Buy |
21,643
+3,608
| +20% | +$51.3K | 0.05% | 205 |
|
|
2017
Q4 | $311K | Buy |
18,035
+6,041
| +50% | +$104K | 0.05% | 191 |
|
|
2017
Q3 | $208K | Buy |
+11,994
| New | +$208K | 0.05% | 196 |
|