CWP
CFM Wealth Partners’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
18,022
-168
| -0.9% | -$13.7K | 0.23% | 66 |
|
|
2025
Q1 | $1.8M | Hold |
18,190
| – | – | 0.32% | 58 |
|
|
2024
Q4 | $1.83M | Hold |
18,190
| – | – | 0.31% | 56 |
|
|
2024
Q3 | $1.66M | Sell |
18,190
-1,334
| -7% | -$122K | 0.29% | 62 |
|
|
2024
Q2 | $1.59M | Hold |
19,524
| – | – | 0.29% | 65 |
|
|
2024
Q1 | $1.57M | Sell |
19,524
-1,889
| -9% | -$151K | 0.31% | 63 |
|
|
2023
Q4 | $1.5M | Sell |
21,413
-4
| -0% | -$281 | 0.34% | 63 |
|
|
2023
Q3 | $1.36M | Buy |
+21,417
| New | +$1.36M | 0.36% | 61 |
|
|
2020
Q3 | – | Sell |
-8,122
| Closed | -$269K | – | 368 |
|
|
2020
Q2 | $269K | Sell |
8,122
-8,142
| -50% | -$270K | 0.1% | 119 |
|
|
2020
Q1 | $355K | Hold |
16,264
| – | – | 0.16% | 94 |
|
|
2019
Q4 | $1.25M | Buy |
+16,264
| New | +$1.25M | 0.46% | 49 |
|