Concourse Financial Group Securities’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,256
Closed -$1.52M 5704
2024
Q4
$1.52M Sell
14,256
-202
-1% -$21.5K 0.09% 240
2024
Q3
$1.32M Buy
14,458
+3,673
+34% +$335K 0.08% 245
2024
Q2
$880K Sell
10,785
-787
-7% -$64.2K 0.06% 323
2024
Q1
$928K Buy
11,572
+22
+0.2% +$1.76K 0.06% 311
2023
Q4
$811K Sell
11,550
-1,810
-14% -$127K 0.06% 337
2023
Q3
$847K Buy
13,360
+3,887
+41% +$247K 0.07% 295
2023
Q2
$585K Sell
9,473
-81
-0.8% -$5K 0.04% 398
2023
Q1
$607K Buy
9,554
+114
+1% +$7.24K 0.05% 387
2022
Q4
$620K Buy
9,440
+3,388
+56% +$223K 0.05% 362
2022
Q3
$310K Buy
6,052
+1,930
+47% +$98.9K 0.03% 447
2022
Q2
$229K Buy
4,122
+321
+8% +$17.8K 0.02% 569
2022
Q1
$268K Sell
3,801
-50
-1% -$3.53K 0.02% 557
2021
Q4
$226K Buy
3,851
+474
+14% +$27.8K 0.01% 682
2021
Q3
$196K Buy
3,377
+628
+23% +$36.4K 0.01% 724
2021
Q2
$153K Buy
2,749
+446
+19% +$24.8K 0.01% 807
2021
Q1
$117K Sell
2,303
-3,006
-57% -$153K 0.01% 867
2020
Q4
$204K Buy
5,309
+2,884
+119% +$111K 0.02% 626
2020
Q3
$63K Sell
2,425
-473
-16% -$12.3K 0.01% 964
2020
Q2
$96K Buy
2,898
+501
+21% +$16.6K 0.01% 740
2020
Q1
$52K Sell
2,397
-4,445
-65% -$96.4K 0.01% 886
2019
Q4
$518K Buy
6,842
+2,652
+63% +$201K 0.05% 278
2019
Q3
$309K Sell
4,190
-4,025
-49% -$297K 0.08% 202
2019
Q2
$566K Sell
8,215
-1,152
-12% -$79.4K 0.06% 242
2019
Q1
$653K Buy
9,367
+457
+5% +$31.9K 0.07% 219
2018
Q4
$480K Buy
8,910
+4,037
+83% +$217K 0.06% 252
2018
Q3
$330K Buy
+4,873
New +$330K 0.09% 195