Cherry Tree 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 | $58.9K | Sell |
722
-107
| -13% | -$8.73K | 0.01% | 247 |
|
|
2025
Q1 | $82.3K | Sell |
829
-198
| -19% | -$19.6K | 0.02% | 227 |
|
|
2024
Q4 | $103K | Hold |
1,027
| – | – | 0.03% | 206 |
|
|
2024
Q3 | $93.6K | Hold |
1,027
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $83.8K | Buy |
1,027
+107
| +12% | +$8.73K | 0.02% | 219 |
|
|
2024
Q1 | $73.8K | Hold |
920
| – | – | 0.02% | 228 |
|
|
2023
Q4 | $64.6K | Sell |
920
-600
| -39% | -$42.1K | 0.02% | 226 |
|
|
2023
Q3 | $96.4K | Buy |
+1,520
| New | +$96.4K | 0.03% | 190 |
|