EWM
Evercore Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
2,739
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $272K | Hold |
2,739
| – | – | ﹤0.01% | 348 |
|
|
2024
Q4 | $275K | Buy |
2,739
+422
| +18% | +$42.4K | ﹤0.01% | 348 |
|
|
2024
Q3 | $211K | Sell |
2,317
-423
| -15% | -$38.5K | ﹤0.01% | 393 |
|
|
2024
Q2 | $223K | Hold |
2,740
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $220K | Sell |
2,740
-406
| -13% | -$32.5K | ﹤0.01% | 389 |
|
|
2023
Q4 | $221K | Buy |
+3,146
| New | +$221K | ﹤0.01% | 399 |
|
|
2020
Q1 | – | Sell |
-3,079
| Closed | -$233K | – | 398 |
|
|
2019
Q4 | $233K | Sell |
3,079
-86
| -3% | -$6.51K | 0.01% | 368 |
|
|
2019
Q3 | $233K | Sell |
3,165
-34
| -1% | -$2.5K | 0.01% | 367 |
|
|
2019
Q2 | $220K | Sell |
3,199
-208
| -6% | -$14.3K | 0.01% | 390 |
|
|
2019
Q1 | $238K | Buy |
+3,407
| New | +$238K | 0.01% | 368 |
|
|
2018
Q4 | – | Sell |
-3,256
| Closed | -$221K | – | 404 |
|
|
2018
Q3 | $221K | Buy |
3,256
+127
| +4% | +$8.62K | 0.01% | 389 |
|
|
2018
Q2 | $218K | Buy |
+3,129
| New | +$218K | 0.01% | 375 |
|
|
2018
Q1 | – | Sell |
-129
| Closed | -$7K | – | 663 |
|
|
2017
Q4 | $7K | Hold |
129
| – | – | ﹤0.01% | 834 |
|
|
2017
Q3 | $7K | Buy |
+129
| New | +$7K | ﹤0.01% | 817 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$2K | – | 1020 |
|
|
2017
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 949 |
|
|
2016
Q4 | $3K | Sell |
45
-218
| -83% | -$14.5K | ﹤0.01% | 930 |
|
|
2016
Q3 | $14K | Hold |
263
| – | – | ﹤0.01% | 830 |
|
|
2016
Q2 | $12K | Hold |
263
| – | – | ﹤0.01% | 831 |
|
|
2016
Q1 | $8K | Hold |
263
| – | – | ﹤0.01% | 824 |
|
|
2015
Q4 | $6K | Buy |
+263
| New | +$6K | ﹤0.01% | 901 |
|
|
2013
Q4 | – | Sell |
-79
| Closed | -$4K | – | 952 |
|
|
2013
Q3 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 900 |
|