Clifford Swan Investment Counsel’s Oneok OKE Stock Holding History

Clifford Swan Investment Counsel’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.55M	Buy	43,460 +1	+0%	+$82	0.13%	122
2025 Q1	$4.31M	Sell	43,459 -843	-2%	-$83.6K	0.16%	116
2024 Q4	$4.45M	Sell	44,302 -794	-2%	-$79.7K	0.16%	115
2024 Q3	$4.11M	Sell	45,096 -800	-2%	-$72.9K	0.15%	118
2024 Q2	$3.74M	Hold	45,896	–	–	0.14%	118
2024 Q1	$3.68M	Sell	45,896 -6,581	-13%	-$528K	0.14%	120
2023 Q4	$3.68M	Sell	52,477 -559	-1%	-$39.3K	0.14%	121
2023 Q3	$3.36M	Buy	53,036 +18,054	+52%	+$1.15M	0.14%	118
2023 Q2	$2.16M	Hold	34,982	–	–	0.09%	136
2023 Q1	$2.22M	Sell	34,982 -100	-0.3%	-$6.35K	0.09%	131
2022 Q4	$2.3M	Buy	35,082 +414	+1%	+$27.2K	0.1%	129
2022 Q3	$1.78M	Sell	34,668 -691	-2%	-$35.4K	0.08%	137
2022 Q2	$1.96M	Hold	35,359	–	–	0.08%	136
2022 Q1	$2.5M	Sell	35,359 -295	-0.8%	-$20.8K	0.09%	130
2021 Q4	$2.1M	Sell	35,654 -394	-1%	-$23.2K	0.07%	146
2021 Q3	$2.31M	Buy	36,048 +53	+0.1%	+$3.4K	0.08%	140
2021 Q2	$1.86M	Sell	35,995 -5,661	-14%	-$293K	0.07%	144
2021 Q1	$2.11M	Sell	41,656 -3,152	-7%	-$160K	0.09%	137
2020 Q4	$1.72M	Sell	44,808 -1,946	-4%	-$74.7K	0.08%	141
2020 Q3	$1.22M	Buy	46,754 +128	+0.3%	+$3.33K	0.06%	158
2020 Q2	$1.55M	Buy	46,626 +478	+1%	+$15.9K	0.08%	139
2020 Q1	$1.01M	Sell	46,148 -1,675	-4%	-$36.5K	0.06%	156
2019 Q4	$3.62M	Hold	47,823	–	–	0.17%	111
2019 Q3	$3.52M	Sell	47,823 -221	-0.5%	-$16.3K	0.18%	107
2019 Q2	$3.31M	Sell	48,044 -1,077	-2%	-$74.1K	0.17%	108
2019 Q1	$3.43M	Sell	49,121 -246	-0.5%	-$17.2K	0.18%	107
2018 Q4	$2.66M	Sell	49,367 -1,342	-3%	-$72.4K	0.16%	112
2018 Q3	$3.44M	Hold	50,709	–	–	0.18%	108
2018 Q2	$3.54M	Hold	50,709	–	–	0.2%	107
2018 Q1	$2.89M	Sell	50,709 -413	-0.8%	-$23.5K	0.16%	110
2017 Q4	$2.73M	Sell	51,122 -2,265	-4%	-$121K	0.15%	115
2017 Q3	$2.96M	Buy	+53,387	New	+$2.96M	0.18%	110