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 |
|