EP Wealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
26,809
+7,827
| +41% | +$639K | 0.01% | 399 |
|
|
2025
Q1 | $1.88M | Buy |
18,982
+3,866
| +26% | +$384K | 0.02% | 381 |
|
|
2024
Q4 | $1.52M | Sell |
15,116
-7,743
| -34% | -$777K | 0.01% | 408 |
|
|
2024
Q3 | $2.08M | Buy |
22,859
+8,091
| +55% | +$737K | 0.02% | 354 |
|
|
2024
Q2 | $1.2M | Sell |
14,768
-2,557
| -15% | -$209K | 0.01% | 356 |
|
|
2024
Q1 | $1.39M | Buy |
17,325
+3,324
| +24% | +$266K | 0.02% | 318 |
|
|
2023
Q4 | $983K | Sell |
14,001
-56,912
| -80% | -$4M | 0.01% | 364 |
|
|
2023
Q3 | $4.5M | Buy |
+70,913
| New | +$4.5M | 0.07% | 156 |
|
|
2022
Q3 | – | Sell |
-3,799
| Closed | -$211K | – | 537 |
|
|
2022
Q2 | $211K | Buy |
+3,799
| New | +$211K | ﹤0.01% | 561 |
|
|
2018
Q4 | – | Sell |
-3,145
| Closed | -$213K | – | 287 |
|
|
2018
Q3 | $213K | Hold |
3,145
| – | – | 0.02% | 262 |
|
|
2018
Q2 | $220K | Buy |
+3,145
| New | +$220K | 0.02% | 174 |
|