Concurrent Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
68,475
-2,774
| -4% | -$226K | 0.11% | 202 |
|
|
2025
Q1 | $7.07M | Buy |
71,249
+19,021
| +36% | +$1.89M | 0.17% | 124 |
|
|
2024
Q4 | $5.24M | Sell |
52,228
-9,743
| -16% | -$978K | 0.14% | 151 |
|
|
2024
Q3 | $5.65M | Sell |
61,971
-849
| -1% | -$77.4K | 0.17% | 129 |
|
|
2024
Q2 | $5.12M | Buy |
62,820
+24,586
| +64% | +$2M | 0.17% | 132 |
|
|
2024
Q1 | $3.07M | Sell |
38,234
-3,148
| -8% | -$252K | 0.12% | 175 |
|
|
2023
Q4 | $2.91M | Buy |
+41,382
| New | +$2.91M | 0.14% | 163 |
|