Concord Wealth Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.38K | Hold |
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|
2025
Q2 | $4.9K | Hold |
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|
2025
Q1 | $5.95K | Sell |
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|
2024
Q4 | $80.2K | Buy |
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|
2024
Q3 | $72.6K | Buy |
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|
2024
Q2 | $64.9K | Sell |
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|
2024
Q1 | $76.5K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $167K | Buy |
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|
2023
Q1 | $114K | Sell |
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|
2022
Q4 | $164K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $113K | Buy |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $19K | Buy |
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