Cooper Financial Group’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,246
Closed -$509K 398
2024
Q2
$509K Sell
6,246
-4,011
-39% -$327K 0.07% 216
2024
Q1
$822K Buy
10,257
+182
+2% +$14.6K 0.14% 145
2023
Q4
$707K Buy
10,075
+208
+2% +$14.6K 0.13% 150
2023
Q3
$626K Sell
9,867
-269
-3% -$17.1K 0.15% 156
2023
Q2
$626K Buy
10,136
+151
+2% +$9.32K 0.16% 156
2023
Q1
$634K Buy
9,985
+1,514
+18% +$96.2K 0.17% 136
2022
Q4
$557K Buy
8,471
+717
+9% +$47.1K 0.17% 135
2022
Q3
$397K Buy
7,754
+728
+10% +$37.3K 0.14% 150
2022
Q2
$390K Buy
7,026
+965
+16% +$53.6K 0.14% 149
2022
Q1
$428K Buy
6,061
+782
+15% +$55.2K 0.16% 129
2021
Q4
$310K Buy
5,279
+53
+1% +$3.11K 0.12% 169
2021
Q3
$303K Buy
5,226
+411
+9% +$23.8K 0.06% 190
2021
Q2
$268K Buy
4,815
+329
+7% +$18.3K 0.05% 201
2021
Q1
$227K Buy
+4,486
New +$227K 0.05% 219
2020
Q1
Sell
-2,906
Closed -$220K 172
2019
Q4
$220K Buy
2,906
+177
+6% +$13.4K 0.09% 144
2019
Q3
$201K Buy
+2,729
New +$201K 0.09% 139