Bartlett & Co 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 | $103K | Sell |
1,265
-984
| -44% | -$80.3K | ﹤0.01% | 537 |
|
|
2025
Q1 | $223K | Sell |
2,249
-181
| -7% | -$18K | ﹤0.01% | 432 |
|
|
2024
Q4 | $244K | Sell |
2,430
-333
| -12% | -$33.4K | ﹤0.01% | 415 |
|
|
2024
Q3 | $252K | Hold |
2,763
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $225K | Sell |
2,763
-1,000
| -27% | -$81.6K | ﹤0.01% | 428 |
|
|
2024
Q1 | $302K | Sell |
3,763
-417
| -10% | -$33.4K | ﹤0.01% | 402 |
|
|
2023
Q4 | $295K | Buy |
4,180
+198
| +5% | +$14K | ﹤0.01% | 421 |
|
|
2023
Q3 | $253K | Buy |
+3,982
| New | +$253K | ﹤0.01% | 421 |
|