B. Riley Wealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
+11,104
| New | +$906K | 0.04% | 363 |
|
|
2024
Q4 | $4.91M | Sell |
48,914
-4,665
| -9% | -$468K | 0.16% | 141 |
|
|
2024
Q3 | $4.93M | Sell |
53,579
-13,366
| -20% | -$1.23M | 0.14% | 162 |
|
|
2024
Q2 | $5.46M | Sell |
66,945
-9,992
| -13% | -$815K | 0.14% | 153 |
|
|
2024
Q1 | $4.88M | Buy |
76,937
+1,017
| +1% | +$64.5K | 0.13% | 161 |
|
|
2023
Q4 | $5.33M | Sell |
75,920
-1,017
| -1% | -$71.4K | 0.14% | 164 |
|
|
2023
Q3 | $4.88M | Buy |
76,937
+47,805
| +164% | +$3.03M | 0.13% | 161 |
|
|
2023
Q2 | $1.8M | Sell |
29,132
-5,448
| -16% | -$336K | 0.04% | 394 |
|
|
2023
Q1 | $2.2M | Sell |
34,580
-1,116
| -3% | -$70.9K | 0.06% | 322 |
|
|
2022
Q4 | $2.35M | Buy |
35,696
+6,431
| +22% | +$423K | 0.07% | 301 |
|
|
2022
Q3 | $1.5M | Buy |
29,265
+14,111
| +93% | +$723K | 0.05% | 378 |
|
|
2022
Q2 | $842K | Buy |
15,154
+3,492
| +30% | +$194K | 0.04% | 472 |
|
|
2022
Q1 | $824K | Buy |
11,662
+709
| +6% | +$50.1K | 0.03% | 542 |
|
|
2021
Q4 | $644K | Sell |
10,953
-946
| -8% | -$55.6K | 0.02% | 698 |
|
|
2021
Q3 | $689K | Buy |
11,899
+1,848
| +18% | +$107K | 0.02% | 652 |
|
|
2021
Q2 | $555K | Buy |
10,051
+3,226
| +47% | +$178K | 0.02% | 719 |
|
|
2021
Q1 | $336K | Buy |
+6,825
| New | +$336K | 0.01% | 938 |
|
|
2020
Q2 | – | Sell |
-12,070
| Closed | -$264K | – | 892 |
|
|
2020
Q1 | $264K | Buy |
12,070
+5,547
| +85% | +$121K | 0.02% | 584 |
|
|
2019
Q4 | $494K | Sell |
6,523
-1,745
| -21% | -$132K | 0.04% | 441 |
|
|
2019
Q3 | $610K | Buy |
8,268
+264
| +3% | +$19.5K | 0.06% | 335 |
|
|
2019
Q2 | $553K | Buy |
8,004
+713
| +10% | +$49.3K | 0.06% | 343 |
|
|
2019
Q1 | $506K | Buy |
7,291
+623
| +9% | +$43.2K | 0.06% | 342 |
|
|
2018
Q4 | $362K | Sell |
6,668
-342
| -5% | -$18.6K | 0.05% | 385 |
|
|
2018
Q3 | $478K | Sell |
7,010
-167
| -2% | -$11.4K | 0.06% | 363 |
|
|
2018
Q2 | $503K | Sell |
7,177
-148
| -2% | -$10.4K | 0.07% | 321 |
|
|
2018
Q1 | $419K | Buy |
7,325
+1,830
| +33% | +$105K | 0.06% | 352 |
|
|
2017
Q4 | $296K | Buy |
5,495
+591
| +12% | +$31.8K | 0.04% | 456 |
|
|
2017
Q3 | $274K | Buy |
+4,904
| New | +$274K | 0.05% | 405 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$5 | – | 1519 |
|
|
2014
Q4 | $5 | Buy |
+100
| New | +$5 | ﹤0.01% | 3152 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$6.81K | – | 1485 |
|
|
2014
Q2 | $6.81K | Buy |
+100
| New | +$6.81K | ﹤0.01% | 1943 |
|