Beacon Pointe Advisors’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.3M Sell
236,607
-62,000
-21% -$5.06M 0.2% 113
2025
Q1
$29.6M Buy
298,607
+23,405
+9% +$2.32M 0.33% 62
2024
Q4
$27.6M Sell
275,202
-15,318
-5% -$1.54M 0.31% 68
2024
Q3
$26.5M Buy
290,520
+14,761
+5% +$1.35M 0.31% 75
2024
Q2
$22.5M Buy
275,759
+6,205
+2% +$506K 0.27% 83
2024
Q1
$21.6M Sell
269,554
-32,261
-11% -$2.59M 0.24% 94
2023
Q4
$21.2M Buy
301,815
+78,657
+35% +$5.52M 0.25% 95
2023
Q3
$14.2M Buy
223,158
+155,002
+227% +$9.83M 0.18% 127
2023
Q2
$4.21M Buy
68,156
+29,410
+76% +$1.82M 0.07% 238
2023
Q1
$2.46M Buy
38,746
+1,135
+3% +$72.1K 0.04% 353
2022
Q4
$2.47M Buy
37,611
+9,348
+33% +$614K 0.05% 317
2022
Q3
$1.45M Buy
28,263
+432
+2% +$22.1K 0.03% 386
2022
Q2
$1.55M Buy
27,831
+1,154
+4% +$64.1K 0.03% 376
2022
Q1
$1.88M Buy
26,677
+5,677
+27% +$401K 0.03% 462
2021
Q4
$1.23M Sell
21,000
-4,618
-18% -$271K 0.03% 338
2021
Q3
$1.49M Buy
25,618
+11,780
+85% +$683K 0.04% 331
2021
Q2
$770K Buy
+13,838
New +$770K 0.03% 382