Advantage Trust Company’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Hold
1,227
0.05% 87
2025
Q1
$122K Hold
1,227
0.07% 59
2024
Q4
$123K Sell
1,227
-435
-26% -$43.7K 0.07% 62
2024
Q3
$151K Hold
1,662
0.1% 46
2024
Q2
$136K Hold
1,662
0.1% 57
2024
Q1
$133K Hold
1,662
0.1% 59
2023
Q4
$117K Buy
+1,662
New +$117K 0.09% 65