Aviso Wealth Management’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Buy
7,777
+195
+3% +$15.9K 0.3% 79
2025
Q1
$752K Sell
7,582
-100
-1% -$9.92K 0.4% 66
2024
Q4
$771K Sell
7,682
-61
-0.8% -$6.12K 0.39% 66
2024
Q3
$706K Sell
7,743
-70
-0.9% -$6.38K 0.38% 72
2024
Q2
$637K Buy
7,813
+134
+2% +$10.9K 0.38% 69
2024
Q1
$616K Buy
7,679
+150
+2% +$12K 0.39% 67
2023
Q4
$529K Buy
+7,529
New +$529K 0.38% 67