Empirical Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Sell |
12,655
-343
| -3% | -$28K | 0.02% | 309 |
|
2025
Q1 | $1.29M | Sell |
12,998
-1,067
| -8% | -$106K | 0.03% | 265 |
|
2024
Q4 | $1.41M | Buy |
14,065
+11,501
| +449% | +$1.15M | 0.04% | 237 |
|
2024
Q3 | $234K | Sell |
2,564
-1,856
| -42% | -$169K | 0.01% | 507 |
|
2024
Q2 | $360K | Buy |
4,420
+1,870
| +73% | +$152K | 0.01% | 419 |
|
2024
Q1 | $204K | Sell |
2,550
-307
| -11% | -$24.6K | 0.01% | 507 |
|
2023
Q4 | $201K | Buy |
+2,857
| New | +$201K | 0.01% | 477 |
|
2023
Q3 | – | Sell |
-3,296
| Closed | -$203K | – | 486 |
|
2023
Q2 | $203K | Buy |
+3,296
| New | +$203K | 0.01% | 438 |
|
2022
Q4 | – | Sell |
-4,102
| Closed | -$210K | – | 469 |
|
2022
Q3 | $210K | Buy |
4,102
+393
| +11% | +$20.1K | 0.01% | 433 |
|
2022
Q2 | $206K | Sell |
3,709
-327
| -8% | -$18.2K | 0.01% | 437 |
|
2022
Q1 | $285K | Buy |
+4,036
| New | +$285K | 0.01% | 412 |
|
2020
Q1 | – | Sell |
-3,559
| Closed | -$269K | – | 339 |
|
2019
Q4 | $269K | Sell |
3,559
-1,168
| -25% | -$88.3K | 0.03% | 272 |
|
2019
Q3 | $348K | Buy |
4,727
+1,168
| +33% | +$86K | 0.04% | 207 |
|
2019
Q2 | $245K | Sell |
3,559
-519
| -13% | -$35.7K | 0.03% | 225 |
|
2019
Q1 | $285K | Hold |
4,078
| – | – | 0.04% | 187 |
|
2018
Q4 | $220K | Sell |
4,078
-3,149
| -44% | -$170K | 0.04% | 181 |
|
2018
Q3 | $490K | Buy |
7,227
+4,293
| +146% | +$291K | 0.09% | 119 |
|
2018
Q2 | $205K | Buy |
+2,934
| New | +$205K | 0.04% | 175 |
|