RFA
OKS
Reilly Financial Advisors’s Oneok Partners LP OKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$10K | – | 1052 |
|
|
2017
Q2 | $10K | Sell |
200
-200
| -50% | -$10K | ﹤0.01% | 655 |
|
|
2017
Q1 | $22K | Sell |
400
-5,200
| -93% | -$286K | ﹤0.01% | 465 |
|
|
2016
Q4 | $241K | Sell |
5,600
-1,000
| -15% | -$43K | 0.04% | 134 |
|
|
2016
Q3 | $264K | Hold |
6,600
| – | – | 0.05% | 125 |
|
|
2016
Q2 | $264K | Buy |
+6,600
| New | +$264K | 0.05% | 124 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1158 |
|
|
2015
Q4 | – | Sell |
-2,200
| Closed | -$64K | – | 1202 |
|
|
2015
Q3 | $64K | Hold |
2,200
| – | – | 0.01% | 343 |
|
|
2015
Q2 | $75K | Buy |
2,200
+600
| +38% | +$20.5K | 0.01% | 344 |
|
|
2015
Q1 | $65K | Buy |
1,600
+1,000
| +167% | +$40.6K | 0.01% | 360 |
|
|
2014
Q4 | $24K | Hold |
600
| – | – | 0.01% | 369 |
|
|
2014
Q3 | $34K | Sell |
600
-100
| -14% | -$5.67K | 0.01% | 312 |
|
|
2014
Q2 | $41K | Hold |
700
| – | – | 0.01% | 291 |
|
|
2014
Q1 | $37K | Hold |
700
| – | – | 0.01% | 323 |
|
|
2013
Q4 | $37K | Sell |
700
-400
| -36% | -$21.1K | 0.01% | 297 |
|
|
2013
Q3 | $59K | Buy |
1,100
+400
| +57% | +$21.5K | 0.02% | 196 |
|
|
2013
Q2 | $35K | Buy |
+700
| New | +$35K | 0.01% | 276 |
|