Baker Tilly 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
$210K Buy
2,567
+81
+3% +$6.61K 0.07% 224
2025
Q1
$247K Sell
2,486
-345
-12% -$34.2K 0.1% 206
2024
Q4
$284K Sell
2,831
-6
-0.2% -$602 0.11% 194
2024
Q3
$259K Sell
2,837
-465
-14% -$42.4K 0.11% 202
2024
Q2
$269K Sell
3,302
-3,181
-49% -$259K 0.11% 214
2024
Q1
$520K Sell
6,483
-2,322
-26% -$186K 0.09% 243
2023
Q4
$618K Sell
8,805
-1,357
-13% -$95.3K 0.1% 221
2023
Q3
$645K Buy
10,162
+1,571
+18% +$99.6K 0.11% 198
2023
Q2
$530K Buy
8,591
+1,132
+15% +$69.9K 0.06% 323
2023
Q1
$474K Buy
7,459
+157
+2% +$9.98K 0.05% 348
2022
Q4
$480K Sell
7,302
-1,089
-13% -$71.5K 0.06% 333
2022
Q3
$430K Buy
8,391
+17
+0.2% +$871 0.06% 323
2022
Q2
$465K Sell
8,374
-233
-3% -$12.9K 0.06% 329
2022
Q1
$608K Sell
8,607
-964
-10% -$68.1K 0.07% 293
2021
Q4
$562K Buy
9,571
+1,519
+19% +$89.2K 0.06% 326
2021
Q3
$467K Buy
8,052
+531
+7% +$30.8K 0.06% 328
2021
Q2
$418K Buy
7,521
+324
+5% +$18K 0.07% 319
2021
Q1
$365K Buy
7,197
+982
+16% +$49.8K 0.07% 307
2020
Q4
$239K Buy
+6,215
New +$239K 0.07% 288