Oak Family Advisors’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
37,954
+66
| +0.2% | +$3.23K | 0.58% | 42 |
|
|
2025
Q1 | $1.97M | Buy |
37,888
+16,446
| +77% | +$854K | 0.66% | 42 |
|
|
2024
Q4 | $1.03M | Buy |
21,442
+1,087
| +5% | +$52.4K | 0.37% | 55 |
|
|
2024
Q3 | $959K | Buy |
20,355
+1,770
| +10% | +$83.4K | 0.29% | 63 |
|
|
2024
Q2 | $892K | Buy |
18,585
+70
| +0.4% | +$3.36K | 0.31% | 62 |
|
|
2024
Q1 | $879K | Sell |
18,515
-75
| -0.4% | -$3.56K | 0.34% | 63 |
|
|
2023
Q4 | $790K | Buy |
18,590
+272
| +1% | +$11.6K | 0.33% | 66 |
|
|
2023
Q3 | $773K | Sell |
18,318
-100
| -0.5% | -$4.22K | 0.37% | 57 |
|
|
2023
Q2 | $722K | Buy |
18,418
+248
| +1% | +$9.72K | 0.34% | 61 |
|
|
2023
Q1 | $702K | Sell |
18,170
-11,310
| -38% | -$437K | 0.35% | 62 |
|
|
2022
Q4 | $1.12M | Sell |
29,480
-50,141
| -63% | -$1.91M | 0.6% | 47 |
|
|
2022
Q3 | $2.91M | Sell |
79,621
-22,668
| -22% | -$829K | 1.56% | 17 |
|
|
2022
Q2 | $3.52M | Buy |
102,289
+34,688
| +51% | +$1.2M | 1.77% | 13 |
|
|
2022
Q1 | $2.59M | Buy |
+67,601
| New | +$2.59M | 1.01% | 22 |
|