Atria Wealth Solutions’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
13,967
-51,262
-79% -$4.19M 0.03% 594
2025
Q1
$6.47M Sell
65,229
-25,296
-28% -$2.51M 0.08% 268
2024
Q4
$9.09M Buy
90,525
+20,882
+30% +$2.1M 0.1% 207
2024
Q3
$6.35M Sell
69,643
-10,612
-13% -$967K 0.07% 288
2024
Q2
$6.54M Sell
80,255
-37,331
-32% -$3.04M 0.07% 275
2024
Q1
$9.43M Sell
117,586
-4,730
-4% -$379K 0.11% 203
2023
Q4
$8.59M Buy
122,316
+2,665
+2% +$187K 0.11% 189
2023
Q3
$7.59M Buy
119,651
+16,748
+16% +$1.06M 0.11% 197
2023
Q2
$6.35M Sell
102,903
-4,391
-4% -$271K 0.09% 230
2023
Q1
$6.82M Sell
107,294
-23,940
-18% -$1.52M 0.1% 197
2022
Q4
$8.62M Sell
131,234
-2,189
-2% -$144K 0.14% 159
2022
Q3
$6.84M Buy
133,423
+105,063
+370% +$5.38M 0.12% 179
2022
Q2
$1.57M Sell
28,360
-68,207
-71% -$3.79M 0.03% 508
2022
Q1
$6.82M Buy
+96,567
New +$6.82M 0.11% 192