Concord Wealth Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9K | Hold |
60
| – | – | ﹤0.01% | 638 |
|
|
2025
Q1 | $5.95K | Sell |
60
-739
| -92% | -$73.3K | ﹤0.01% | 564 |
|
|
2024
Q4 | $80.2K | Buy |
799
+2
| +0.3% | +$201 | 0.01% | 273 |
|
|
2024
Q3 | $72.6K | Buy |
797
+1
| +0.1% | +$91 | 0.01% | 291 |
|
|
2024
Q2 | $64.9K | Sell |
796
-159
| -17% | -$13K | 0.01% | 282 |
|
|
2024
Q1 | $76.6K | Sell |
955
-2,388
| -71% | -$191K | 0.01% | 297 |
|
|
2023
Q4 | $235K | Sell |
3,343
-112
| -3% | -$7.86K | 0.05% | 181 |
|
|
2023
Q3 | $219K | Buy |
3,455
+744
| +27% | +$47.2K | 0.05% | 190 |
|
|
2023
Q2 | $167K | Buy |
2,711
+916
| +51% | +$56.5K | 0.04% | 209 |
|
|
2023
Q1 | $114K | Sell |
1,795
-698
| -28% | -$44.4K | 0.03% | 235 |
|
|
2022
Q4 | $164K | Buy |
+2,493
| New | +$164K | 0.05% | 178 |
|
|
2022
Q3 | – | Sell |
-1,895
| Closed | -$105K | – | 811 |
|
|
2022
Q2 | $105K | Buy |
1,895
+292
| +18% | +$16.2K | 0.03% | 256 |
|
|
2022
Q1 | $113K | Buy |
1,603
+659
| +70% | +$46.5K | 0.03% | 281 |
|
|
2021
Q4 | $55K | Buy |
944
+444
| +89% | +$25.9K | 0.01% | 439 |
|
|
2021
Q3 | $29K | Hold |
500
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $28K | Hold |
500
| – | – | 0.01% | 438 |
|
|
2021
Q1 | $25K | Hold |
500
| – | – | 0.01% | 440 |
|
|
2020
Q4 | $19K | Buy |
+500
| New | +$19K | 0.01% | 315 |
|