Cassaday & Co Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.64M | Buy |
20,142
+670
| +3% | +$54.7K | 0.04% | 91 |
|
2025
Q1 | $1.93M | Sell |
19,472
-5
| -0% | -$496 | 0.05% | 76 |
|
2024
Q4 | $1.96M | Sell |
19,477
-83
| -0.4% | -$8.33K | 0.05% | 73 |
|
2024
Q3 | $1.78M | Buy |
19,560
+88
| +0.5% | +$8.02K | 0.05% | 77 |
|
2024
Q2 | $1.59M | Sell |
19,472
-16
| -0.1% | -$1.31K | 0.05% | 78 |
|
2024
Q1 | $1.56M | Buy |
19,488
+386
| +2% | +$30.9K | 0.05% | 78 |
|
2023
Q4 | $1.34M | Hold |
19,102
| – | – | 0.05% | 85 |
|
2023
Q3 | $1.21M | Buy |
19,102
+2
| +0% | +$127 | 0.05% | 76 |
|
2023
Q2 | $1.18M | Sell |
19,100
-115
| -0.6% | -$7.1K | 0.05% | 82 |
|
2023
Q1 | $1.22M | Hold |
19,215
| – | – | 0.05% | 75 |
|
2022
Q4 | $1.26M | Buy |
+19,215
| New | +$1.26M | 0.06% | 74 |
|