Carson Wealth (CWM LLC)’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
43,703
+1,323
| +3% | +$108K | 0.01% | 704 |
|
|
2025
Q1 | $4.21M | Buy |
42,380
+313
| +0.7% | +$31.1K | 0.02% | 578 |
|
|
2024
Q4 | $4.22M | Buy |
42,067
+2,111
| +5% | +$212K | 0.02% | 516 |
|
|
2024
Q3 | $3.64M | Sell |
39,956
-13,732
| -26% | -$1.25M | 0.02% | 521 |
|
|
2024
Q2 | $4.38M | Buy |
53,688
+16,085
| +43% | +$1.31M | 0.02% | 443 |
|
|
2024
Q1 | $3.02M | Buy |
37,603
+676
| +2% | +$54.2K | 0.01% | 525 |
|
|
2023
Q4 | $2.59M | Buy |
36,927
+7,832
| +27% | +$550K | 0.01% | 529 |
|
|
2023
Q3 | $1.85M | Buy |
29,095
+6,783
| +30% | +$430K | 0.01% | 558 |
|
|
2023
Q2 | $1.38M | Sell |
22,312
-2,375
| -10% | -$147K | 0.01% | 607 |
|
|
2023
Q1 | $1.57M | Buy |
24,687
+7,955
| +48% | +$506K | 0.01% | 526 |
|
|
2022
Q4 | $1.1M | Buy |
16,732
+452
| +3% | +$29.7K | 0.01% | 585 |
|
|
2022
Q3 | $834K | Sell |
16,280
-397
| -2% | -$20.3K | 0.01% | 599 |
|
|
2022
Q2 | $926K | Buy |
16,677
+1,621
| +11% | +$90K | 0.01% | 577 |
|
|
2022
Q1 | $1.06M | Buy |
15,056
+3,399
| +29% | +$240K | 0.01% | 546 |
|
|
2021
Q4 | $685K | Buy |
+11,657
| New | +$685K | ﹤0.01% | 650 |
|
|
2021
Q2 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2021
Q1 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2020
Q4 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2020
Q3 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2020
Q2 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2020
Q1 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2019
Q4 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2019
Q3 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2019
Q2 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 660 |
|
|
2019
Q1 | $542K | Buy |
9,736
+9,467
| +3,519% | +$527K | ﹤0.01% | 660 |
|
|
2018
Q4 | $15K | Buy |
269
+9
| +3% | +$502 | ﹤0.01% | 1214 |
|
|
2018
Q3 | $18K | Buy |
+260
| New | +$18K | ﹤0.01% | 976 |
|
|
2018
Q1 | – | Sell |
-218
| Closed | -$12K | – | 1505 |
|
|
2017
Q4 | $12K | Sell |
218
-31
| -12% | -$1.71K | ﹤0.01% | 840 |
|
|
2017
Q3 | $14K | Buy |
+249
| New | +$14K | ﹤0.01% | 805 |
|
|
2017
Q1 | – | Sell |
-63
| Closed | -$4K | – | 1267 |
|
|
2016
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 885 |
|