Heritage Wealth Advisors Energy Transfer LP Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Energy Transfer LP stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,200 shares of ET stock, worth $68,460. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,200

Previous 5,535 24.12%

Holding current value

$68,460

Previous $87,000 21.84%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$15.1 - $16.25 $20,158 - $21,693	-1,335 Reduced 24.12%	4,200 $68,000
Q1 2024 May 08, 2024	BUY	$13.72 - $15.73 $4,513 - $5,175	329 Added 6.32%	5,535 $87,000
Q4 2023 Feb 09, 2024	BUY	$13.02 - $14.03 $51,168 - $55,137	3,930 Added 307.99%	5,206 $71,000
Q3 2023 Nov 08, 2023	BUY	$12.56 - $14.03 $376 - $420	30 Added 2.41%	1,276 $17,000
Q2 2023 Aug 09, 2023	BUY	$12.32 - $12.91 $369 - $387	30 Added 2.47%	1,246 $15,000
Q1 2023 May 04, 2023	BUY	$11.62 - $13.5 $325 - $378	28 Added 2.36%	1,216 $15,000
Q4 2022 Feb 06, 2023	BUY	$11.34 - $12.77 $283 - $319	25 Added 2.15%	1,188 $14,000
Q3 2022 Nov 10, 2022	BUY	$9.54 - $22.82 $219 - $524	23 Added 2.02%	1,163 $13,000
Q2 2022 Aug 04, 2022	BUY	$9.79 - $12.31 $195 - $246	20 Added 1.79%	1,140 $11,000
Q1 2022 May 11, 2022	BUY	$8.71 - $11.53 $165 - $219	19 Added 1.73%	1,120 $13,000
Q4 2021 Feb 02, 2022	SELL	$8.15 - $10.19 $34,278 - $42,859	-4,206 Reduced 79.25%	1,101 $9,000
Q3 2021 Nov 02, 2021	BUY	$8.73 - $10.71 $148 - $182	17 Added 0.32%	5,307 $50,000
Q2 2021 Aug 09, 2021	BUY	$7.8 - $11.35 $296 - $431	38 Added 0.72%	5,290 $56,000
Q2 2021 Jul 27, 2021	SELL	$7.8 - $11.35 $171 - $249	-22 Reduced 0.42%	5,252 $32,000
Q1 2021 Apr 27, 2021	BUY	$6.1 - $8.58 $134 - $188	22 Added 0.42%	5,274 $40,000
Q4 2020 Feb 01, 2021	BUY	$5.11 - $7.01 $143 - $196	28 Added 0.54%	5,252 $32,000
Q3 2020 Nov 03, 2020	BUY	$5.42 - $7.15 $5,420 - $7,150	1,000 Added 23.67%	5,224 $28,000
Q2 2020 Jul 17, 2020	BUY	$5.03 - $9.34 $11,599 - $21,538	2,306 Added 120.23%	4,224 $30,000
Q2 2020 Jul 17, 2020	SELL	$5.03 - $9.34 $11,599 - $21,538	-2,306 Reduced 54.59%	1,918 $30,000
Q1 2020 May 05, 2020	SELL	$4.53 - $13.68 $393,919 - $1.19 Million	-86,958 Reduced 95.37%	4,224 $19,000
Q4 2019 Feb 04, 2020	BUY	$11.16 - $13.14 $121,755 - $143,357	10,910 Added 13.59%	91,182 $1.17 Million
Q3 2019 Oct 30, 2019	BUY	$13.02 - $15.1 $14,816 - $17,183	1,138 Added 1.44%	80,272 $1.05 Million
Q2 2019 Aug 05, 2019	BUY	$13.74 - $15.74 $39,598 - $45,362	2,882 Added 3.78%	79,134 $0
Q1 2019 May 06, 2019	SELL	$13.25 - $15.62 $612,534 - $722,096	-46,229 Reduced 37.74%	76,252 $0
Q4 2018 Jan 28, 2019	BUY	$11.8 - $18.09 $71,779 - $110,041	6,083 Added 5.23%	122,481 $1.62 Million
Q3 2018 Nov 14, 2018	BUY	$17.05 - $18.97 $366,881 - $408,196	21,518 Added 22.68%	116,398 $2.03 Million
Q2 2018 Jul 19, 2018	SELL	$14.17 - $17.89 $28,467 - $35,941	-2,009 Reduced 2.07%	94,880 $1.64 Million
Q1 2018 May 10, 2018	BUY	$14.2 - $19.18 $16,969 - $22,920	1,195 Added 1.25%	96,889 $1.38 Million
Q4 2017 Feb 02, 2018	SELL	$15.79 - $18.7 $46,391 - $54,940	-2,938 Reduced 2.98%	95,694 $1.65 Million
Q3 2017 Nov 07, 2017	BUY	$16.24 - $17.99 $1.6 Million - $1.77 Million	98,632	98,632 $1.71 Million

Others Institutions Holding ET

# of Institutions

1,192

Shares Held

1.09B

Call Options Held

26.3M

Put Options Held

8.42M

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About Energy Transfer LP

Ticker ET
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 3,086,970,112
Market Cap $50.3B
Description
Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline. It also sel...

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Heritage Wealth Advisors Energy Transfer LP Transaction History