Centerpoint Advisory Group’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$793K Buy
9,709
+100
+1% +$8.16K 0.69% 40
2025
Q1
$953K Sell
9,609
-300
-3% -$29.8K 0.94% 30
2024
Q4
$995K Buy
+9,909
New +$995K 0.96% 30