Regal Investment Advisors’s Oneok Partners LP OKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-170
| Closed | -$4K | – | 1020 |
|
|
2015
Q3 | $4K | Sell |
170
-50
| -23% | -$1.18K | ﹤0.01% | 858 |
|
|
2015
Q2 | $7K | Hold |
220
| – | – | ﹤0.01% | 714 |
|
|
2015
Q1 | $9K | Sell |
220
-600
| -73% | -$24.5K | ﹤0.01% | 715 |
|
|
2014
Q4 | $32K | Sell |
820
-1,634
| -67% | -$63.8K | 0.01% | 463 |
|
|
2014
Q3 | $137K | Hold |
2,454
| – | – | 0.04% | 271 |
|
|
2014
Q2 | $144K | Sell |
2,454
-118
| -5% | -$6.92K | 0.05% | 238 |
|
|
2014
Q1 | $138K | Sell |
2,572
-22
| -0.8% | -$1.18K | 0.06% | 228 |
|
|
2013
Q4 | $137K | Sell |
2,594
-593
| -19% | -$31.3K | 0.08% | 179 |
|
|
2013
Q3 | $169K | Sell |
3,187
-64
| -2% | -$3.39K | 0.1% | 178 |
|
|
2013
Q2 | $161K | Buy |
+3,251
| New | +$161K | 0.09% | 179 |
|