BWP
Baldwin Wealth Partners’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
16,839
| – | – | 0.09% | 90 |
|
|
2025
Q1 | $1.67M | Sell |
16,839
-77
| -0.5% | -$7.64K | 0.12% | 86 |
|
|
2024
Q4 | $1.7M | Sell |
16,916
-2,891
| -15% | -$290K | 0.12% | 88 |
|
|
2024
Q3 | $1.81M | Sell |
19,807
-49
| -0.2% | -$4.47K | 0.12% | 93 |
|
|
2024
Q2 | $1.62M | Sell |
19,856
-327
| -2% | -$26.7K | 0.13% | 82 |
|
|
2024
Q1 | $1.62M | Sell |
20,183
-2,093
| -9% | -$168K | 0.12% | 89 |
|
|
2023
Q4 | $1.56M | Sell |
22,276
-22,178
| -50% | -$1.56M | 0.12% | 87 |
|
|
2023
Q3 | $2.82M | Buy |
44,454
+41,713
| +1,522% | +$2.65M | 0.24% | 75 |
|
|
2023
Q2 | $169K | Hold |
2,741
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $174K | Hold |
2,741
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $180K | Hold |
2,741
| – | – | 0.02% | 243 |
|
|
2022
Q3 | $140K | Sell |
2,741
-138
| -5% | -$7.05K | 0.02% | 205 |
|
|
2022
Q2 | $160K | Hold |
2,879
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $203K | Hold |
2,879
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $169K | Hold |
2,879
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $167K | Sell |
2,879
-492
| -15% | -$28.5K | 0.02% | 214 |
|
|
2021
Q2 | $188K | Buy |
3,371
+492
| +17% | +$27.4K | 0.02% | 207 |
|
|
2021
Q1 | $146K | Sell |
2,879
-850
| -23% | -$43.1K | 0.02% | 221 |
|
|
2020
Q4 | $143K | Sell |
3,729
-11,930
| -76% | -$457K | 0.02% | 213 |
|
|
2020
Q3 | $407K | Hold |
15,659
| – | – | 0.06% | 111 |
|
|
2020
Q2 | $520K | Hold |
15,659
| – | – | 0.08% | 99 |
|
|
2020
Q1 | $342K | Hold |
15,659
| – | – | 0.06% | 113 |
|
|
2019
Q4 | $1.19M | Hold |
15,659
| – | – | 0.17% | 74 |
|
|
2019
Q3 | $1.15M | Hold |
15,659
| – | – | 0.17% | 75 |
|
|
2019
Q2 | $1.08M | Sell |
15,659
-10,536
| -40% | -$725K | 0.16% | 82 |
|
|
2019
Q1 | $1.83M | Sell |
26,195
-197
| -0.7% | -$13.8K | 0.27% | 63 |
|
|
2018
Q4 | $1.42M | Sell |
26,392
-1,972
| -7% | -$106K | 0.24% | 64 |
|
|
2018
Q3 | $1.92M | Buy |
28,364
+8,427
| +42% | +$571K | 0.27% | 62 |
|
|
2018
Q2 | $1.39M | Buy |
19,937
+2,821
| +16% | +$197K | 0.22% | 70 |
|
|
2018
Q1 | $974K | Sell |
17,116
-201
| -1% | -$11.4K | 0.16% | 88 |
|
|
2017
Q4 | $926K | Sell |
17,317
-2,757
| -14% | -$147K | 0.14% | 95 |
|
|
2017
Q3 | $1.11M | Buy |
+20,074
| New | +$1.11M | 0.18% | 84 |
|
|
2014
Q4 | – | Sell |
-14,406
| Closed | -$944K | – | 263 |
|
|
2014
Q3 | $944K | Buy |
14,406
+124
| +0.9% | +$8.13K | 0.13% | 141 |
|
|
2014
Q2 | $972K | Sell |
14,282
-158
| -1% | -$10.8K | 0.14% | 140 |
|
|
2014
Q1 | $856K | Buy |
+14,440
| New | +$856K | 0.14% | 137 |
|