Congress Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Sell |
11,186
-1,115
| -9% | -$91K | 0.01% | 735 |
|
|
2025
Q1 | $1.22M | Buy |
12,301
+3,936
| +47% | +$391K | 0.01% | 587 |
|
|
2024
Q4 | $840K | Buy |
8,365
+5,455
| +187% | +$548K | 0.01% | 547 |
|
|
2024
Q3 | $265K | Sell |
2,910
-10,485
| -78% | -$956K | ﹤0.01% | 765 |
|
|
2024
Q2 | $1.09M | Buy |
13,395
+24
| +0.2% | +$1.96K | 0.02% | 415 |
|
|
2024
Q1 | $1.07M | Sell |
13,371
-2,747
| -17% | -$220K | 0.02% | 371 |
|
|
2023
Q4 | $1.13M | Buy |
16,118
+3,581
| +29% | +$251K | 0.02% | 377 |
|
|
2023
Q3 | $795K | Buy |
+12,537
| New | +$795K | 0.02% | 399 |
|