Cornerstone Advisory’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
3,491
-70
-2% -$5.71K 0.03% 193
2025
Q1
$282K Sell
3,561
-15
-0.4% -$1.19K 0.03% 184
2024
Q4
$350K Buy
3,576
+16
+0.4% +$1.57K 0.04% 172
2024
Q3
$324K Buy
3,560
+510
+17% +$46.5K 0.04% 173
2024
Q2
$249K Sell
3,050
-146
-5% -$11.9K 0.04% 192
2024
Q1
$256K Buy
3,196
+216
+7% +$17.3K 0.04% 206
2023
Q4
$209K Buy
+2,980
New +$209K 0.03% 214