Connecticut 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
Sell
-2,310
Closed -$229K 315
2025
Q1
$229K Sell
2,310
-16
-0.7% -$1.59K 0.01% 281
2024
Q4
$234K Buy
2,326
+16
+0.7% +$1.61K 0.01% 250
2024
Q3
$211K Sell
2,310
-525
-19% -$47.8K 0.01% 313
2024
Q2
$231K Sell
2,835
-3,814
-57% -$311K 0.01% 302
2024
Q1
$533K Sell
6,649
-3,893
-37% -$312K 0.03% 210
2023
Q4
$740K Sell
10,542
-191
-2% -$13.4K 0.04% 172
2023
Q3
$681K Buy
10,733
+6,650
+163% +$422K 0.05% 143
2023
Q2
$252K Buy
+4,083
New +$252K 0.02% 225