Bard Financial Services’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
12,465
| – | – | 0.12% | 118 |
|
|
2025
Q1 | $1.24M | Hold |
12,465
| – | – | 0.15% | 103 |
|
|
2024
Q4 | $1.25M | Hold |
12,465
| – | – | 0.15% | 102 |
|
|
2024
Q3 | $1.14M | Sell |
12,465
-1,250
| -9% | -$114K | 0.13% | 110 |
|
|
2024
Q2 | $1.12M | Sell |
13,715
-1,335
| -9% | -$109K | 0.12% | 114 |
|
|
2024
Q1 | $1.21M | Sell |
15,050
-6,875
| -31% | -$551K | 0.13% | 109 |
|
|
2023
Q4 | $1.54M | Sell |
21,925
-20,550
| -48% | -$1.44M | 0.17% | 97 |
|
|
2023
Q3 | $2.69M | Buy |
+42,475
| New | +$2.69M | 0.33% | 66 |
|