Avantax Planning Partners’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
$2.86M Buy
2025
Q2
$2.96M Buy
2025
Q1
$3.34M Buy
2024
Q4
$321K Buy
2024
Q3
$290K Sell
2024
Q2
$476K Sell
2024
Q1
$470K Buy
2023
Q4
$372K Buy
2023
Q3
$240K Buy
2020
Q1
Sell
2019
Q4
$275K Buy
2019
Q3
$261K Sell
2019
Q2
$256K Buy
2019
Q1
$255K Buy
2018
Q4
Sell
2018
Q3
$73K Buy
2018
Q2
Sell
2018
Q1
$49K Buy