Cascade Financial Partners’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Hold
3,747
0.04% 202
2025
Q1
$372K Sell
3,747
-90
-2% -$8.93K 0.05% 179
2024
Q4
$385K Buy
3,837
+90
+2% +$9.04K 0.05% 167
2024
Q3
$365K Hold
3,747
0.05% 172
2024
Q2
$306K Hold
3,747
0.04% 176
2024
Q1
$295K Buy
+3,747
New +$295K 0.04% 181