EFS
Essex Financial Services’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
4,298
-1,332
| -24% | -$109K | 0.02% | 502 |
|
|
2025
Q1 | $559K | Sell |
5,630
-6,700
| -54% | -$665K | 0.04% | 354 |
|
|
2024
Q4 | $1.24M | Sell |
12,330
-5,991
| -33% | -$602K | 0.09% | 195 |
|
|
2024
Q3 | $1.78M | Sell |
18,321
-1,097
| -6% | -$107K | 0.13% | 150 |
|
|
2024
Q2 | $1.66M | Buy |
19,418
+3,135
| +19% | +$268K | 0.12% | 164 |
|
|
2024
Q1 | $1.31M | Buy |
16,283
+236
| +1% | +$18.9K | 0.12% | 175 |
|
|
2023
Q4 | $1.13M | Sell |
16,047
-86
| -0.5% | -$6.04K | 0.12% | 172 |
|
|
2023
Q3 | $1.02M | Buy |
16,133
+8,010
| +99% | +$508K | 0.12% | 174 |
|
|
2023
Q2 | $501K | Buy |
8,123
+25
| +0.3% | +$1.54K | 0.06% | 278 |
|
|
2023
Q1 | $515K | Sell |
8,098
-745
| -8% | -$47.3K | 0.05% | 276 |
|
|
2022
Q4 | $580K | Buy |
8,843
+1,162
| +15% | +$76.2K | 0.06% | 251 |
|
|
2022
Q3 | $394K | Buy |
7,681
+705
| +10% | +$36.2K | 0.05% | 292 |
|
|
2022
Q2 | $387K | Buy |
6,976
+1,869
| +37% | +$104K | 0.04% | 315 |
|
|
2022
Q1 | $361K | Buy |
5,107
+4
| +0.1% | +$283 | 0.03% | 337 |
|
|
2021
Q4 | $300K | Hold |
5,103
| – | – | 0.03% | 368 |
|
|
2021
Q3 | $296K | Buy |
5,103
+175
| +4% | +$10.2K | 0.03% | 348 |
|
|
2021
Q2 | $250K | Hold |
4,928
| – | – | 0.04% | 372 |
|
|
2021
Q1 | $250K | Sell |
4,928
-282
| -5% | -$14.3K | 0.04% | 300 |
|
|
2020
Q4 | $200K | Buy |
+5,210
| New | +$200K | 0.04% | 309 |
|
|
2020
Q1 | – | Sell |
-2,664
| Closed | -$202K | – | 269 |
|
|
2019
Q4 | $202K | Sell |
2,664
-769
| -22% | -$58.3K | 0.06% | 253 |
|
|
2019
Q3 | $253K | Hold |
3,433
| – | – | 0.08% | 210 |
|
|
2019
Q2 | $236K | Buy |
3,433
+96
| +3% | +$6.6K | 0.07% | 211 |
|
|
2019
Q1 | $233K | Buy |
+3,337
| New | +$233K | 0.07% | 204 |
|
|
2018
Q4 | – | Sell |
-3,904
| Closed | -$265K | – | 281 |
|
|
2018
Q3 | $265K | Sell |
3,904
-408
| -9% | -$27.7K | 0.06% | 231 |
|
|
2018
Q2 | $301K | Hold |
4,312
| – | – | 0.07% | 212 |
|
|
2018
Q1 | $245K | Buy |
4,312
+336
| +8% | +$19.1K | 0.05% | 298 |
|
|
2017
Q4 | $213K | Hold |
3,976
| – | – | 0.05% | 255 |
|
|
2017
Q3 | $220K | Buy |
+3,976
| New | +$220K | 0.05% | 249 |
|