Oak Family Advisors’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.92M Buy
2025
Q2
$1.85M Buy
2025
Q1
$1.97M Buy
2024
Q4
$1.03M Buy
2024
Q3
$959K Buy
2024
Q2
$892K Buy
2024
Q1
$879K Sell
2023
Q4
$790K Buy
2023
Q3
$773K Sell
2023
Q2
$722K Buy
2023
Q1
$702K Sell
2022
Q4
$1.12M Sell
2022
Q3
$2.91M Sell
2022
Q2
$3.52M Buy
2022
Q1
$2.59M Buy