Annis Gardner Whiting Capital Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.5K | Buy |
1,121
+68
| +6% | +$5.55K | 0.03% | 311 |
|
|
2025
Q1 | $104K | Sell |
1,053
-1,595
| -60% | -$158K | 0.04% | 268 |
|
|
2024
Q4 | $266K | Sell |
2,648
-86
| -3% | -$8.63K | 0.07% | 188 |
|
|
2024
Q3 | $249K | Hold |
2,734
| – | – | 0.07% | 193 |
|
|
2024
Q2 | $223K | Buy |
2,734
+114
| +4% | +$9.3K | 0.06% | 205 |
|
|
2024
Q1 | $210K | Hold |
2,620
| – | – | 0.08% | 180 |
|
|
2023
Q4 | $184K | Hold |
2,620
| – | – | 0.08% | 158 |
|
|
2023
Q3 | $166K | Buy |
+2,620
| New | +$166K | 0.09% | 158 |
|