BSW Wealth Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,893
| Closed | -$287K | – | 328 |
|
|
2025
Q1 | $287K | Sell |
2,893
-375
| -11% | -$37.2K | 0.04% | 238 |
|
|
2024
Q4 | $328K | Buy |
3,268
+270
| +9% | +$27.1K | 0.05% | 219 |
|
|
2024
Q3 | $273K | Buy |
2,998
+319
| +12% | +$29.1K | 0.04% | 235 |
|
|
2024
Q2 | $218K | Buy |
2,679
+5
| +0.2% | +$408 | 0.04% | 265 |
|
|
2024
Q1 | $214K | Buy |
+2,674
| New | +$214K | 0.04% | 270 |
|
|
2023
Q1 | – | Sell |
-3,250
| Closed | -$214K | – | 334 |
|
|
2022
Q4 | $214K | Buy |
+3,250
| New | +$214K | 0.05% | 268 |
|