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