Beacon Investment Advisory 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 | $319K | Hold |
3,902
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $387K | Hold |
3,902
| – | – | 0.02% | 181 |
|
|
2024
Q4 | $392K | Hold |
3,902
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $356K | Hold |
3,902
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $318K | Buy |
3,902
+466
| +14% | +$38K | 0.01% | 215 |
|
|
2024
Q1 | $275K | Hold |
3,436
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $241K | Hold |
3,436
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $218K | Buy |
+3,436
| New | +$218K | 0.01% | 261 |
|
|
2019
Q2 | – | Sell |
-15,760
| Closed | -$1.1M | – | 235 |
|
|
2019
Q1 | $1.1M | Hold |
15,760
| – | – | 0.12% | 105 |
|
|
2018
Q4 | $850K | Hold |
15,760
| – | – | 0.09% | 121 |
|
|
2018
Q3 | $1.07M | Sell |
15,760
-25
| -0.2% | -$1.69K | 0.1% | 115 |
|
|
2018
Q2 | $1.1M | Buy |
15,785
+25
| +0.2% | +$1.75K | 0.11% | 114 |
|
|
2018
Q1 | $897K | Hold |
15,760
| – | – | 0.09% | 122 |
|
|
2017
Q4 | $842K | Hold |
15,760
| – | – | 0.09% | 122 |
|
|
2017
Q3 | $873K | Buy |
+15,760
| New | +$873K | 0.07% | 136 |
|