Capital Asset Advisory Services’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
2,848
-2,521
| -47% | -$204K | 0.01% | 247 |
|
|
2025
Q1 | $539K | Buy |
5,369
+305
| +6% | +$30.6K | 0.03% | 165 |
|
|
2024
Q4 | $521K | Buy |
5,064
+865
| +21% | +$89K | 0.03% | 180 |
|
|
2024
Q3 | $393K | Sell |
4,199
-67
| -2% | -$6.27K | 0.02% | 215 |
|
|
2024
Q2 | $352K | Buy |
4,266
+14
| +0.3% | +$1.15K | 0.02% | 225 |
|
|
2024
Q1 | $339K | Sell |
4,252
-717
| -14% | -$57.1K | 0.02% | 228 |
|
|
2023
Q4 | $349K | Buy |
4,969
+26
| +0.5% | +$1.83K | 0.02% | 226 |
|
|
2023
Q3 | $333K | Buy |
4,943
+213
| +5% | +$14.4K | 0.02% | 229 |
|
|
2023
Q2 | $301K | Buy |
4,730
+666
| +16% | +$42.4K | 0.02% | 255 |
|
|
2023
Q1 | $258K | Buy |
4,064
+669
| +20% | +$42.5K | 0.02% | 291 |
|
|
2022
Q4 | $223K | Buy |
+3,395
| New | +$223K | 0.02% | 329 |
|
|
2022
Q2 | – | Sell |
-3,361
| Closed | -$237K | – | 597 |
|
|
2022
Q1 | $237K | Sell |
3,361
-2,013
| -37% | -$142K | 0.03% | 362 |
|
|
2021
Q4 | $316K | Buy |
+5,374
| New | +$316K | 0.03% | 316 |
|
|
2021
Q1 | – | Sell |
-5,513
| Closed | -$212K | – | 1239 |
|
|
2020
Q4 | $212K | Buy |
+5,513
| New | +$212K | 0.04% | 331 |
|
|
2020
Q1 | – | Sell |
-3,302
| Closed | -$254K | – | 586 |
|
|
2019
Q4 | $254K | Buy |
+3,302
| New | +$254K | 0.06% | 304 |
|