Birch Capital 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 | $1.18M | Sell |
14,454
-140
| -1% | -$11.4K | 0.6% | 37 |
|
|
2025
Q1 | $1.45M | Sell |
14,594
-161
| -1% | -$16K | 0.75% | 35 |
|
|
2024
Q4 | $1.48M | Sell |
14,755
-126
| -0.8% | -$12.7K | 0.75% | 34 |
|
|
2024
Q3 | $1.36M | Sell |
14,881
-400
| -3% | -$36.5K | 0.66% | 38 |
|
|
2024
Q2 | $1.25M | Buy |
15,281
+2,463
| +19% | +$201K | 0.65% | 38 |
|
|
2024
Q1 | $1.03M | Sell |
12,818
-600
| -4% | -$48.1K | 0.53% | 40 |
|
|
2023
Q4 | $942K | Buy |
13,418
+279
| +2% | +$19.6K | 0.54% | 39 |
|
|
2023
Q3 | $833K | Buy |
13,139
+4,479
| +52% | +$284K | 0.53% | 41 |
|
|
2023
Q2 | $534K | Hold |
8,660
| – | – | 0.32% | 47 |
|
|
2023
Q1 | $550K | Sell |
8,660
-159
| -2% | -$10.1K | 0.35% | 46 |
|
|
2022
Q4 | $579K | Sell |
8,819
-1,054
| -11% | -$69.2K | 0.4% | 42 |
|
|
2022
Q3 | $506K | Sell |
9,873
-284
| -3% | -$14.6K | 0.38% | 41 |
|
|
2022
Q2 | $564K | Sell |
10,157
-7,378
| -42% | -$409K | 0.4% | 40 |
|
|
2022
Q1 | $1.24M | Sell |
17,535
-4,131
| -19% | -$292K | 0.76% | 35 |
|
|
2021
Q4 | $1.27M | Sell |
21,666
-120
| -0.6% | -$7.05K | 0.76% | 33 |
|
|
2021
Q3 | $1.26M | Sell |
21,786
-8,066
| -27% | -$468K | 0.86% | 33 |
|
|
2021
Q2 | $1.66M | Sell |
29,852
-3,474
| -10% | -$193K | 1.13% | 28 |
|
|
2021
Q1 | $1.69M | Buy |
33,326
+2,529
| +8% | +$128K | 1.24% | 28 |
|
|
2020
Q4 | $1.18M | Buy |
30,797
+22,197
| +258% | +$852K | 0.9% | 33 |
|
|
2020
Q3 | $223K | Buy |
8,600
+1,124
| +15% | +$29.1K | 0.19% | 53 |
|
|
2020
Q2 | $248K | Buy |
7,476
+6,514
| +677% | +$216K | 0.23% | 53 |
|
|
2020
Q1 | $21K | Buy |
+962
| New | +$21K | 0.02% | 79 |
|