Concorde Asset Management’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$403K Sell
4,749
-45
-0.9% -$3.82K 0.22% 81
2024
Q4
$481K Sell
4,794
-198
-4% -$19.9K 0.25% 67
2024
Q3
$455K Sell
4,992
-28
-0.6% -$2.55K 0.26% 69
2024
Q2
$409K Buy
+5,020
New +$409K 0.25% 75
2024
Q1
Sell
-5,793
Closed -$407K 164
2023
Q4
$407K Sell
5,793
-434
-7% -$30.5K 0.28% 72
2023
Q3
$395K Buy
+6,227
New +$395K 0.36% 61