EverSource 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
$306K Buy
3,744
+209
+6% +$17.1K 0.01% 660
2025
Q1
$351K Sell
3,535
-565
-14% -$56.1K 0.02% 471
2024
Q4
$412K Buy
4,100
+967
+31% +$97.1K 0.02% 414
2024
Q3
$285K Buy
3,133
+446
+17% +$40.6K 0.02% 459
2024
Q2
$224K Buy
2,687
+1,133
+73% +$94.4K 0.01% 525
2024
Q1
$123K Buy
1,554
+272
+21% +$21.5K 0.01% 633
2023
Q4
$90K Sell
1,282
-13
-1% -$913 0.01% 677
2023
Q3
$82.2K Buy
1,295
+414
+47% +$26.3K 0.01% 642
2023
Q2
$54.4K Buy
881
+28
+3% +$1.73K 0.01% 802
2023
Q1
$54.2K Sell
853
-11
-1% -$699 0.01% 769
2022
Q4
$56.8K Buy
864
+452
+110% +$29.7K 0.01% 717
2022
Q3
$21K Buy
412
+78
+23% +$3.98K ﹤0.01% 889
2022
Q2
$18K Sell
334
-1
-0.3% -$54 ﹤0.01% 859
2022
Q1
$24K Buy
335
+36
+12% +$2.58K 0.01% 638
2021
Q4
$18K Buy
+299
New +$18K 0.01% 733