Balboa Wealth Partners’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Sell
2025
Q2
$553K Sell
2025
Q1
$733K Sell
2024
Q4
$768K Buy
2024
Q3
$697K Buy
2024
Q2
$619K Sell
2024
Q1
$644K Sell
2023
Q4
$606K Buy
2023
Q3
$506K Sell
2023
Q2
$536K Sell
2023
Q1
$583K Hold
2022
Q4
$603K Sell
2022
Q3
$538K Buy