First Foundation 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 | $298K | Sell |
3,650
-2,666
| -42% | -$218K | 0.01% | 287 |
|
|
2025
Q1 | $627K | Hold |
6,316
| – | – | 0.03% | 205 |
|
|
2024
Q4 | $634K | Sell |
6,316
-583
| -8% | -$58.5K | 0.02% | 211 |
|
|
2024
Q3 | $629K | Sell |
6,899
-307
| -4% | -$28K | 0.02% | 214 |
|
|
2024
Q2 | $588K | Buy |
7,206
+2,668
| +59% | +$218K | 0.02% | 211 |
|
|
2024
Q1 | $364K | Sell |
4,538
-196
| -4% | -$15.7K | 0.01% | 266 |
|
|
2023
Q4 | $332K | Sell |
4,734
-823
| -15% | -$57.8K | 0.02% | 278 |
|
|
2023
Q3 | $352K | Buy |
+5,557
| New | +$352K | 0.02% | 295 |
|
|
2023
Q2 | – | Sell |
-4,071
| Closed | -$259K | – | 434 |
|
|
2023
Q1 | $259K | Buy |
4,071
+7
| +0.2% | +$445 | 0.01% | 318 |
|
|
2022
Q4 | $267K | Buy |
4,064
+57
| +1% | +$3.75K | 0.01% | 325 |
|
|
2022
Q3 | $205K | Sell |
4,007
-423
| -10% | -$21.6K | 0.01% | 349 |
|
|
2022
Q2 | $246K | Buy |
+4,430
| New | +$246K | 0.01% | 342 |
|
|
2018
Q3 | – | Sell |
-3,799
| Closed | -$265K | – | 367 |
|
|
2018
Q2 | $265K | Buy |
+3,799
| New | +$265K | 0.02% | 278 |
|
|
2017
Q2 | – | Sell |
-9,252
| Closed | -$513K | – | 327 |
|
|
2017
Q1 | $513K | Sell |
9,252
-1,063
| -10% | -$58.9K | 0.03% | 204 |
|
|
2016
Q4 | $592K | Hold |
10,315
| – | – | 0.04% | 181 |
|
|
2016
Q3 | $530K | Sell |
10,315
-13,528
| -57% | -$695K | 0.04% | 190 |
|
|
2016
Q2 | $1.13M | Buy |
23,843
+15,242
| +177% | +$723K | 0.08% | 120 |
|
|
2016
Q1 | $257K | Buy |
+8,601
| New | +$257K | 0.02% | 252 |
|
|
2014
Q4 | – | Sell |
-4,977
| Closed | -$326K | – | 257 |
|
|
2014
Q3 | $326K | Sell |
4,977
-104
| -2% | -$6.81K | 0.03% | 175 |
|
|
2014
Q2 | $346K | Sell |
5,081
-160
| -3% | -$10.9K | 0.04% | 159 |
|
|
2014
Q1 | $311K | Buy |
+5,241
| New | +$311K | 0.04% | 143 |
|