Crestwood Advisors Group’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Buy
8,407
+8
+0.1% +$653 0.01% 304
2025
Q1
$833K Buy
8,399
+349
+4% +$34.6K 0.02% 291
2024
Q4
$808K Buy
8,050
+380
+5% +$38.2K 0.02% 254
2024
Q3
$699K Buy
7,670
+1,086
+16% +$99K 0.01% 255
2024
Q2
$537K Sell
6,584
-1,628
-20% -$133K 0.01% 270
2024
Q1
$658K Sell
8,212
-450
-5% -$36.1K 0.01% 249
2023
Q4
$608K Sell
8,662
-275
-3% -$19.3K 0.01% 245
2023
Q3
$567K Buy
+8,937
New +$567K 0.01% 236
2017
Q2
Sell
-484
Closed -$25K 357
2017
Q1
$25K Buy
+484
New +$25K ﹤0.01% 346