Adell Harriman & Carpenter’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Hold |
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|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $252K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $2.44M | Buy |
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|
2019
Q3 | $2.3M | Sell |
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|
2019
Q2 | $2.4M | Sell |
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|
2019
Q1 | $2.47M | Buy |
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|
2018
Q4 | $762K | Sell |
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|
2018
Q3 | $987K | Buy |
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|
2018
Q2 | $619K | Buy |
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