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 |
|