Cary Street Partners Investment Advisory’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800K Buy
9,802
+43
+0.4% +$3.51K 0.39% 53
2025
Q1
$968K Buy
9,759
+233
+2% +$23.1K 0.56% 40
2024
Q4
$956K Sell
9,526
-15,099
-61% -$1.52M 0.63% 35
2024
Q3
$2.24M Sell
24,625
-316
-1% -$28.8K 0.08% 251
2024
Q2
$2.03M Sell
24,941
-321
-1% -$26.2K 0.08% 247
2024
Q1
$2.03M Buy
25,262
+9,915
+65% +$795K 0.09% 240
2023
Q4
$1.08M Buy
15,347
+3,373
+28% +$237K 0.05% 305
2023
Q3
$760K Sell
11,974
-746
-6% -$47.3K 0.04% 341
2023
Q2
$785K Sell
12,720
-752
-6% -$46.4K 0.05% 301
2023
Q1
$856K Buy
13,472
+193
+1% +$12.3K 0.06% 261
2022
Q4
$872K Sell
13,279
-1,801
-12% -$118K 0.06% 254
2022
Q3
$773K Sell
15,080
-390
-3% -$20K 0.06% 260
2022
Q2
$859K Buy
+15,470
New +$859K 0.07% 226
2020
Q4
Sell
-104
Closed -$3K 701
2020
Q3
$3K Buy
+104
New +$3K ﹤0.01% 886