Wolff Financial Management’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 | $239K | Buy |
13,171
+21
| +0.2% | +$381 | 0.06% | 90 |
|
2025
Q1 | $244K | Buy |
13,150
+18
| +0.1% | +$334 | 0.07% | 86 |
|
2024
Q4 | $257K | Buy |
13,132
+20
| +0.2% | +$391 | 0.07% | 85 |
|
2024
Q3 | $210K | Buy |
13,112
+22
| +0.2% | +$352 | 0.06% | 97 |
|
2024
Q2 | $212K | Buy |
13,090
+21
| +0.2% | +$340 | 0.16% | 41 |
|
2024
Q1 | $206K | Buy |
13,069
+22
| +0.2% | +$347 | 0.06% | 96 |
|
2023
Q4 | $180K | Buy |
13,047
+23
| +0.2% | +$317 | 0.06% | 96 |
|
2023
Q3 | $183K | Buy |
13,024
+1,024
| +9% | +$14.4K | 0.06% | 96 |
|
2023
Q2 | $152K | Hold |
12,000
| – | – | 0.13% | 35 |
|
2023
Q1 | $150K | Hold |
12,000
| – | – | 0.05% | 100 |
|
2022
Q4 | $142K | Hold |
12,000
| – | – | 0.05% | 97 |
|
2022
Q3 | $132K | Hold |
12,000
| – | – | 0.06% | 98 |
|
2022
Q2 | $120K | Hold |
12,000
| – | – | 0.05% | 100 |
|
2022
Q1 | $134K | Hold |
12,000
| – | – | 0.05% | 102 |
|
2021
Q4 | $99K | Hold |
12,000
| – | – | 0.04% | 105 |
|
2021
Q3 | $115K | Buy |
+12,000
| New | +$115K | 0.1% | 39 |
|
2021
Q1 | $92K | Hold |
12,000
| – | – | 0.04% | 95 |
|
2020
Q4 | $74K | Hold |
12,000
| – | – | 0.04% | 87 |
|
2020
Q3 | $65K | Hold |
12,000
| – | – | 0.04% | 82 |
|
2020
Q2 | $85K | Sell |
12,000
-1,500
| -11% | -$10.6K | 0.05% | 81 |
|
2020
Q1 | $62K | Buy |
+13,500
| New | +$62K | 0.05% | 78 |
|