Summit Financial, LLC Energy Transfer LP Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Summit Financial, LLC holds 209,217 shares of ET stock, worth $3.99 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

209,217

Previous 196,357 6.55%

Holding current value

$3.99 Million

Previous $3.18 Million 5.43%

% of portfolio

0.13%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$15.43 - $16.44 $198,429 - $211,418	12,860 Added 6.55%	209,217 $3.36 Million
Q2 2024 Jul 31, 2024	BUY	$15.1 - $16.25 $334,676 - $360,165	22,164 Added 12.72%	196,357 $3.18 Million
Q1 2024 Apr 24, 2024	BUY	$13.72 - $15.73 $335,646 - $384,818	24,464 Added 16.34%	174,193 $2.74 Million
Q4 2023 Feb 05, 2024	BUY	$13.02 - $14.03 $127,895 - $137,816	9,823 Added 7.02%	149,729 $2.07 Million
Q3 2023 Nov 07, 2023	BUY	$12.56 - $14.03 $1.53 Million - $1.71 Million	121,698 Added 668.38%	139,906 $1.96 Million
Q2 2023 Aug 11, 2023	BUY	$12.32 - $12.91 $98,855 - $103,589	8,024 Added 78.79%	18,208 $231,000
Q1 2022 May 10, 2022	SELL	$8.71 - $11.53 $6,088 - $8,059	-699 Reduced 6.42%	10,184 $113,000
Q4 2021 Feb 07, 2022	BUY	$8.15 - $10.19 $88,696 - $110,897	10,883 New	10,883 $89,000
Q3 2020 Oct 22, 2020	SELL	$5.42 - $7.15 $81,560 - $107,593	-15,048 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$5.03 - $9.34 $57,663 - $107,073	-11,464 Reduced 43.24%	15,048 $107,000
Q1 2020 May 04, 2020	SELL	$4.53 - $13.68 $72,085 - $217,689	-15,913 Reduced 37.51%	26,512 $121,000
Q4 2019 Feb 11, 2020	BUY	$11.16 - $13.14 $473,463 - $557,464	42,425 New	42,425 $544,000
Q3 2019 Nov 04, 2019	SELL	$13.02 - $15.1 $643,435 - $746,226	-49,419 Closed	0 $0
Q2 2019 Aug 01, 2019	SELL	$13.74 - $15.74 $34,775 - $39,837	-2,531 Reduced 4.87%	49,419 $0
Q1 2019 May 14, 2019	SELL	$13.25 - $15.62 $11,408 - $13,448	-861 Reduced 1.63%	51,950 $0
Q4 2018 Feb 08, 2019	BUY	$11.8 - $18.09 $623,169 - $955,350	52,811 New	52,811 $697,000

Others Institutions Holding ET

# of Institutions

1,219

Shares Held

1.09B

Call Options Held

26.1M

Put Options Held

8.96M

View Full List

About Energy Transfer LP

Ticker ET
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 3,086,970,112
Market Cap $58.9B
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...

More about ET

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Energy Transfer LP Transaction History