DFPG Investments’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $203K | Buy |
+2,825
| New | +$203K | 0.02% | 603 |
|
2023
Q3 | – | Sell |
-3,245
| Closed | -$210K | – | 613 |
|
2023
Q2 | $210K | Buy |
+3,245
| New | +$210K | 0.02% | 538 |
|
2020
Q1 | – | Sell |
-5,699
| Closed | -$433K | – | 171 |
|
2019
Q4 | $433K | Buy |
5,699
+574
| +11% | +$43.6K | 0.28% | 96 |
|
2019
Q3 | $350K | Buy |
5,125
+546
| +12% | +$37.3K | 0.29% | 100 |
|
2019
Q2 | $320K | Buy |
4,579
+131
| +3% | +$9.16K | 0.31% | 104 |
|
2019
Q1 | $309K | Sell |
4,448
-20
| -0.4% | -$1.39K | 0.33% | 91 |
|
2018
Q4 | $241K | Buy |
+4,468
| New | +$241K | 0.32% | 101 |
|