Alan B. Lancz & Associates’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
6,562
| – | – | 0.54% | 46 |
|
|
2025
Q1 | $651K | Hold |
6,562
| – | – | 0.69% | 34 |
|
|
2024
Q4 | $659K | Sell |
6,562
-1,200
| -15% | -$120K | 0.67% | 35 |
|
|
2024
Q3 | $707K | Hold |
7,762
| – | – | 0.65% | 36 |
|
|
2024
Q2 | $633K | Buy |
+7,762
| New | +$633K | 0.63% | 37 |
|
|
2023
Q4 | $545K | Hold |
7,762
| – | – | 0.57% | 42 |
|
|
2023
Q3 | $492K | Sell |
7,762
-200
| -3% | -$12.7K | 0.56% | 45 |
|
|
2023
Q2 | $491K | Hold |
7,962
| – | – | 0.53% | 51 |
|
|
2023
Q1 | $506K | Hold |
7,962
| – | – | 0.52% | 54 |
|
|
2022
Q4 | $564K | Hold |
7,962
| – | – | 0.57% | 45 |
|
|
2022
Q3 | $408K | Hold |
7,962
| – | – | 0.48% | 62 |
|
|
2022
Q2 | $476K | Sell |
7,962
-1,200
| -13% | -$71.7K | 0.47% | 58 |
|
|
2022
Q1 | $647K | Hold |
9,162
| – | – | 0.57% | 45 |
|
|
2021
Q4 | $538K | Buy |
+9,162
| New | +$538K | 0.47% | 61 |
|