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