Balboa Wealth Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
6,772
-613
| -8% | -$50K | 0.11% | 145 |
|
|
2025
Q1 | $733K | Sell |
7,385
-268
| -4% | -$26.6K | 0.18% | 99 |
|
|
2024
Q4 | $768K | Buy |
7,653
+8
| +0.1% | +$803 | 0.18% | 100 |
|
|
2024
Q3 | $697K | Buy |
7,645
+53
| +0.7% | +$4.83K | 0.17% | 109 |
|
|
2024
Q2 | $619K | Sell |
7,592
-442
| -6% | -$36K | 0.16% | 111 |
|
|
2024
Q1 | $644K | Sell |
8,034
-601
| -7% | -$48.2K | 0.19% | 100 |
|
|
2023
Q4 | $606K | Buy |
8,635
+656
| +8% | +$46.1K | 0.2% | 97 |
|
|
2023
Q3 | $506K | Sell |
7,979
-700
| -8% | -$44.4K | 0.19% | 100 |
|
|
2023
Q2 | $536K | Sell |
8,679
-500
| -5% | -$30.9K | 0.19% | 105 |
|
|
2023
Q1 | $583K | Hold |
9,179
| – | – | 0.22% | 91 |
|
|
2022
Q4 | $603K | Sell |
9,179
-1,316
| -13% | -$86.5K | 0.27% | 89 |
|
|
2022
Q3 | $538K | Buy |
+10,495
| New | +$538K | 0.24% | 84 |
|