Evercore Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $233K | Sell |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q2 | $218K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $14K | Hold |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $6K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4K | Buy |
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