Valeo Financial Advisors, LLC Energy Transfer LP Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 255,527 shares of ET stock, worth $5.09 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

255,527

Previous 296,372 13.78%

Holding current value

$5.09 Million

Previous $4.76 Million 5.24%

% of portfolio

0.13%

Previous 0.12%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$16.05 - $19.86 $655,562 - $811,181	-40,845 Reduced 13.78%	255,527 $5.01 Million
Q3 2024 Oct 10, 2024	BUY	$15.43 - $16.44 $168,711 - $179,754	10,934 Added 3.83%	296,372 $4.76 Million
Q2 2024 Jul 10, 2024	BUY	$15.1 - $16.25 $701,651 - $755,088	46,467 Added 19.44%	285,438 $4.63 Million
Q1 2024 Apr 19, 2024	SELL	$13.72 - $15.73 $221,262 - $253,677	-16,127 Reduced 6.32%	238,971 $3.76 Million
Q4 2023 Jan 29, 2024	SELL	$13.02 - $14.03 $51,611 - $55,614	-3,964 Reduced 1.53%	255,098 $3.52 Million
Q3 2023 Oct 19, 2023	BUY	$12.56 - $14.03 $1.1 Million - $1.23 Million	87,576 Added 51.07%	259,062 $3.63 Million
Q2 2023 Jul 14, 2023	BUY	$12.32 - $12.91 $108,662 - $113,866	8,820 Added 5.42%	171,486 $2.18 Million
Q1 2023 Apr 17, 2023	BUY	$11.62 - $13.5 $580,012 - $673,852	49,915 Added 44.27%	162,666 $2.03 Million
Q4 2022 Feb 09, 2023	BUY	$11.34 - $12.77 $48,160 - $54,234	4,247 Added 3.91%	112,751 $1.34 Million
Q3 2022 Oct 31, 2022	SELL	$9.54 - $22.82 $247,467 - $591,950	-25,940 Reduced 19.29%	108,504 $1.2 Million
Q2 2022 Aug 03, 2022	BUY	$9.79 - $12.31 $111,752 - $140,518	11,415 Added 9.28%	134,444 $1.34 Million
Q1 2022 Apr 28, 2022	BUY	$8.71 - $11.53 $1,445 - $1,913	166 Added 0.14%	123,029 $1.38 Million
Q4 2021 Jan 07, 2022	BUY	$8.15 - $10.19 $60,375 - $75,487	7,408 Added 6.42%	122,863 $1.01 Million
Q3 2021 Nov 02, 2021	BUY	$8.73 - $10.71 $803 - $985	92 Added 0.08%	115,455 $1.11 Million
Q2 2021 Jul 22, 2021	BUY	$7.8 - $11.35 $61,939 - $90,130	7,941 Added 7.39%	115,363 $1.23 Million
Q1 2021 Apr 12, 2021	BUY	$6.1 - $8.58 $69,747 - $98,103	11,434 Added 11.91%	107,422 $825,000
Q4 2020 Feb 11, 2021	BUY	$5.11 - $7.01 $95,429 - $130,911	18,675 Added 24.16%	95,988 $593,000
Q3 2020 Oct 28, 2020	SELL	$5.42 - $7.15 $909,801 - $1.2 Million	-167,860 Reduced 68.47%	77,313 $419,000
Q2 2020 Jul 20, 2020	BUY	$5.03 - $9.34 $256,047 - $475,443	50,904 Added 26.2%	245,173 $1.75 Million
Q1 2020 Apr 13, 2020	SELL	$4.53 - $13.68 $68,393 - $206,540	-15,098 Reduced 7.21%	194,269 $1.13 Million
Q4 2019 Jan 24, 2020	BUY	$11.16 - $13.14 $541,829 - $637,960	48,551 Added 30.19%	209,367 $2.69 Million
Q3 2019 Oct 15, 2019	BUY	$13.02 - $15.1 $281,830 - $326,854	21,646 Added 15.55%	160,816 $2.1 Million
Q2 2019 Jul 10, 2019	BUY	$13.74 - $15.74 $688,264 - $788,448	50,092 Added 56.23%	139,170 $1.96 Million
Q1 2019 Apr 12, 2019	BUY	$13.25 - $15.62 $728,326 - $858,600	54,968 Added 161.15%	89,078 $1.37 Million
Q4 2018 Jan 30, 2019	BUY	$11.8 - $18.09 $19,068 - $29,233	1,616 Added 4.97%	34,110 $451,000
Q3 2018 Nov 01, 2018	BUY	$17.05 - $18.97 $183,219 - $203,851	10,746 Added 49.41%	32,494 $505,000
Q2 2018 Aug 14, 2018	BUY	$14.17 - $17.89 $1,487 - $1,878	105 Added 0.49%	21,748 $379,000
Q1 2018 Apr 12, 2018	BUY	$14.2 - $19.18 $51,233 - $69,201	3,608 Added 20.01%	21,643 $308,000
Q4 2017 Feb 09, 2018	BUY	$15.79 - $18.7 $95,387 - $112,966	6,041 Added 50.37%	18,035 $311,000
Q3 2017 Nov 14, 2017	BUY	$16.24 - $17.99 $194,782 - $215,772	11,994	11,994 $208,000

Others Institutions Holding ET

# of Institutions

1,261

Shares Held

1.09B

Call Options Held

26.1M

Put Options Held

8.97M

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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 $61.5B
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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Valeo Financial Advisors, LLC Energy Transfer LP Transaction History