B. Riley Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.07K | Sell |
19,355
-4,216
| -18% | -$234 | ﹤0.01% | 290 |
|
2022
Q1 | $1.67M | Sell |
23,571
-103
| -0.4% | -$7.28K | 0.13% | 156 |
|
2021
Q4 | $1.39M | Buy |
23,674
+279
| +1% | +$16.4K | 0.1% | 187 |
|
2021
Q3 | $1.36M | Buy |
23,395
+15,015
| +179% | +$871K | 0.1% | 188 |
|
2021
Q2 | $466K | Buy |
8,380
+440
| +6% | +$24.5K | 0.05% | 246 |
|
2021
Q1 | $402K | Buy |
7,940
+1,950
| +33% | +$98.7K | 0.05% | 252 |
|
2020
Q4 | $230K | Buy |
+5,990
| New | +$230K | 0.03% | 310 |
|
2020
Q3 | – | Sell |
-11,751
| Closed | -$390K | – | 497 |
|
2020
Q2 | $390K | Sell |
11,751
-47,303
| -80% | -$1.57M | 0.04% | 257 |
|
2020
Q1 | $1.29M | Buy |
59,054
+53,502
| +964% | +$1.17M | 0.14% | 145 |
|
2019
Q4 | $420K | Buy |
+5,552
| New | +$420K | 0.06% | 235 |
|
2015
Q3 | – | Sell |
-429
| Closed | -$16K | – | 566 |
|
2015
Q2 | $16K | Hold |
429
| – | – | 0.01% | 653 |
|
2015
Q1 | $20K | Sell |
429
-102
| -19% | -$4.76K | 0.02% | 610 |
|
2014
Q4 | $26K | Hold |
531
| – | – | 0.02% | 526 |
|
2014
Q3 | $34K | Sell |
531
-2,571
| -83% | -$165K | 0.03% | 489 |
|
2014
Q2 | $211K | Buy |
3,102
+2,600
| +518% | +$177K | 0.14% | 204 |
|
2014
Q1 | $30K | Buy |
+502
| New | +$30K | 0.02% | 553 |
|