Caldwell Trust’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
3,657
-19
|
|
||||
|
2025
Q1 | $365K | Sell |
3,676
-10
|
|
||||
|
2024
Q4 | $370K | Sell |
3,686
-3
|
|
||||
|
2024
Q3 | $336K | Hold |
3,689
|
|
||||
|
2024
Q2 | $301K | Buy |
3,689
+1,971
|
|
||||
|
2024
Q1 | $138K | Sell |
1,718
-8
|
|
||||
|
2023
Q4 | $121K | Sell |
1,726
-30
|
|
||||
|
2023
Q3 | $111K | Hold |
1,756
|
|
||||
|
2023
Q2 | $108K | Hold |
1,756
|
|
||||
|
2023
Q1 | $112K | Sell |
1,756
-121
|
|
||||
|
2022
Q4 | $123K | Hold |
1,877
|
|
||||
|
2022
Q3 | $96.2K | Hold |
1,877
|
|
||||
|
2022
Q2 | $104K | Sell |
1,877
-1,281
|
|
||||
|
2022
Q1 | $223K | Buy |
3,158
+1,488
|
|
||||
|
2021
Q4 | $98.1K | Buy |
1,670
+70
|
|
||||
|
2021
Q3 | $92.8K | Buy |
1,600
+1,200
|
|
||||
|
2021
Q2 | $22.3K | Hold |
400
|
|
||||
|
2021
Q1 | $20.3K | Hold |
400
|
|
||||
|
2020
Q4 | $15.4K | Sell |
400
-104
|
|
||||
|
2020
Q3 | $13.1K | Hold |
504
|
|
||||
|
2020
Q2 | $16.7K | Sell |
504
-400
|
|
||||
|
2020
Q1 | $19.7K | Sell |
904
-300
|
|
||||
|
2019
Q4 | $91.1K | Buy |
+1,204
|
|