Evergreen Private Wealth’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
1,620
-78
| -5% | -$6.37K | 0.06% | 83 |
|
|
2025
Q1 | $169K | Sell |
1,698
-8
| -0.5% | -$794 | 0.08% | 75 |
|
|
2024
Q4 | $171K | Buy |
1,706
+1
| +0.1% | +$100 | 0.08% | 72 |
|
|
2024
Q3 | $155K | Buy |
1,705
+1
| +0.1% | +$91 | 0.07% | 82 |
|
|
2024
Q2 | $139K | Sell |
1,704
-2
| -0.1% | -$163 | 0.07% | 89 |
|
|
2024
Q1 | $137K | Sell |
1,706
-18
| -1% | -$1.44K | 0.07% | 93 |
|
|
2023
Q4 | $121K | Buy |
+1,724
| New | +$121K | 0.07% | 84 |
|