Castle Rock 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
$626K Sell
7,736
-263
-3% -$21.3K 0.15% 139
2025
Q1
$790K Buy
7,999
+16
+0.2% +$1.58K 0.21% 116
2024
Q4
$781K Sell
7,983
-95
-1% -$9.3K 0.19% 122
2024
Q3
$768K Buy
8,078
+1,271
+19% +$121K 0.18% 132
2024
Q2
$556K Buy
+6,807
New +$556K 0.14% 141
2019
Q3
Sell
-3,299
Closed -$227K 178
2019
Q2
$227K Buy
+3,299
New +$227K 0.25% 124
2018
Q4
Sell
-3,224
Closed -$205K 79
2018
Q3
$205K Sell
3,224
-1,619
-33% -$103K 0.33% 105
2018
Q2
$338K Hold
4,843
0.46% 84
2018
Q1
$276K Sell
4,843
-300
-6% -$17.1K 0.46% 78
2017
Q4
$275K Buy
+5,143
New +$275K 0.54% 71