Caldwell Trust’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Hold |
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|
2025
Q2 | $299K | Sell |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $336K | Hold |
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|
2024
Q2 | $301K | Buy |
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|
2024
Q1 | $138K | Sell |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $96.2K | Hold |
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|
2022
Q2 | $104K | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $98.1K | Buy |
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|
2021
Q3 | $92.8K | Buy |
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|
2021
Q2 | $22.3K | Hold |
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|
2021
Q1 | $20.3K | Hold |
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|
2020
Q4 | $15.4K | Sell |
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|
2020
Q3 | $13.1K | Hold |
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|
2020
Q2 | $16.7K | Sell |
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|
2020
Q1 | $19.7K | Sell |
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|
2019
Q4 | $91.1K | Buy |
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