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 |
|