Avantax Planning Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
36,241
+2,594
| +8% | +$212K | 0.09% | 111 |
|
|
2025
Q1 | $3.34M | Buy |
33,647
+30,451
| +953% | +$3.02M | 0.12% | 102 |
|
|
2024
Q4 | $321K | Buy |
3,196
+15
| +0.5% | +$1.51K | 0.01% | 326 |
|
|
2024
Q3 | $290K | Sell |
3,181
-2,657
| -46% | -$242K | 0.01% | 342 |
|
|
2024
Q2 | $476K | Sell |
5,838
-24
| -0.4% | -$1.96K | 0.02% | 294 |
|
|
2024
Q1 | $470K | Buy |
5,862
+565
| +11% | +$45.3K | 0.02% | 299 |
|
|
2023
Q4 | $372K | Buy |
5,297
+1,520
| +40% | +$107K | 0.01% | 272 |
|
|
2023
Q3 | $240K | Buy |
+3,777
| New | +$240K | 0.01% | 318 |
|
|
2020
Q1 | – | Sell |
-3,628
| Closed | -$275K | – | 300 |
|
|
2019
Q4 | $275K | Buy |
3,628
+88
| +2% | +$6.67K | 0.02% | 243 |
|
|
2019
Q3 | $261K | Sell |
3,540
-143
| -4% | -$10.5K | 0.02% | 255 |
|
|
2019
Q2 | $256K | Buy |
3,683
+36
| +1% | +$2.5K | 0.02% | 254 |
|
|
2019
Q1 | $255K | Buy |
+3,647
| New | +$255K | 0.02% | 249 |
|
|
2018
Q4 | – | Sell |
-1,081
| Closed | -$73K | – | 910 |
|
|
2018
Q3 | $73K | Buy |
+1,081
| New | +$73K | 0.01% | 404 |
|
|
2018
Q2 | – | Sell |
-866
| Closed | -$49K | – | 1071 |
|
|
2018
Q1 | $49K | Buy |
+866
| New | +$49K | ﹤0.01% | 533 |
|