HPIA
Hamilton Point Investment Advisors’s Oneok OKE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,333
| Closed | -$231K | – | 163 |
|
2025
Q1 | $231K | Hold |
2,333
| – | – | 0.04% | 118 |
|
2024
Q4 | $234K | Hold |
2,333
| – | – | 0.04% | 114 |
|
2024
Q3 | $213K | Buy |
+2,333
| New | +$213K | 0.04% | 117 |
|
2024
Q1 | – | Sell |
-3,200
| Closed | -$225K | – | 154 |
|
2023
Q4 | $225K | Sell |
3,200
-1,334
| -29% | -$93.7K | 0.04% | 119 |
|
2023
Q3 | $288K | Buy |
+4,534
| New | +$288K | 0.07% | 102 |
|