Congress Wealth Management’s Oneok OKE Stock Holding History

Congress Wealth Management’s Portfolio OKE Stock Details OKE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$913K	Sell
2025 Q1	$1.22M	Buy
2024 Q4	$840K	Buy
2024 Q3	$265K	Sell
2024 Q2	$1.09M	Buy
2024 Q1	$1.07M	Sell
2023 Q4	$1.13M	Buy
2023 Q3	$795K	Buy