Dynamic Advisor Solutions’s Oneok OKE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
15,833
+235
+2% +$19.2K 0.04% 392
2025
Q1
$1.55M Sell
15,598
-1,471
-9% -$146K 0.05% 331
2024
Q4
$1.71M Sell
17,069
-4,243
-20% -$426K 0.07% 232
2024
Q3
$1.94M Buy
21,312
+422
+2% +$38.5K 0.06% 303
2024
Q2
$1.7M Buy
20,890
+1,416
+7% +$115K 0.05% 329
2024
Q1
$1.56M Buy
19,474
+350
+2% +$28.1K 0.05% 343
2023
Q4
$1.37M Buy
19,124
+959
+5% +$68.7K 0.05% 347
2023
Q3
$1.15M Buy
18,165
+135
+0.7% +$8.56K 0.05% 323
2023
Q2
$1.11M Sell
18,030
-2,788
-13% -$172K 0.06% 315
2023
Q1
$1.32M Sell
20,818
-233
-1% -$14.8K 0.08% 273
2022
Q4
$1.38M Sell
21,051
-2,192
-9% -$144K 0.09% 232
2022
Q3
$1.19M Sell
23,243
-2
-0% -$102 0.09% 226
2022
Q2
$1.29M Buy
23,245
+1,987
+9% +$110K 0.1% 218
2022
Q1
$1.5M Buy
21,258
+6,993
+49% +$494K 0.1% 202
2021
Q4
$838K Buy
14,265
+5,588
+64% +$328K 0.06% 313
2021
Q3
$503K Sell
8,677
-1,516
-15% -$87.9K 0.04% 445
2021
Q2
$567K Buy
10,193
+341
+3% +$19K 0.04% 403
2021
Q1
$499K Sell
9,852
-263
-3% -$13.3K 0.05% 387
2020
Q4
$388K Buy
10,115
+542
+6% +$20.8K 0.04% 431
2020
Q3
$249K Buy
+9,573
New +$249K 0.03% 478