Forum Financial Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $939K | Buy |
11,503
+1,351
| +13% | +$110K | 0.01% | 228 |
|
2025
Q1 | $1.01M | Buy |
10,152
+2,855
| +39% | +$283K | 0.02% | 208 |
|
2024
Q4 | $733K | Buy |
7,297
+2,116
| +41% | +$212K | 0.01% | 267 |
|
2024
Q3 | $472K | Sell |
5,181
-105
| -2% | -$9.57K | 0.01% | 345 |
|
2024
Q2 | $431K | Sell |
5,286
-7,702
| -59% | -$628K | 0.01% | 349 |
|
2024
Q1 | $1.04M | Buy |
12,988
+629
| +5% | +$50.4K | 0.02% | 186 |
|
2023
Q4 | $868K | Sell |
12,359
-1,816
| -13% | -$128K | 0.02% | 183 |
|
2023
Q3 | $899K | Buy |
14,175
+2,115
| +18% | +$134K | 0.02% | 173 |
|
2023
Q2 | $744K | Buy |
12,060
+8
| +0.1% | +$494 | 0.02% | 203 |
|
2023
Q1 | $766K | Buy |
12,052
+7
| +0.1% | +$445 | 0.02% | 179 |
|
2022
Q4 | $791K | Hold |
12,045
| – | – | 0.03% | 170 |
|
2022
Q3 | $617K | Buy |
12,045
+200
| +2% | +$10.2K | 0.03% | 184 |
|
2022
Q2 | $657K | Sell |
11,845
-400
| -3% | -$22.2K | 0.03% | 183 |
|
2022
Q1 | $864K | Buy |
12,245
+4,407
| +56% | +$311K | 0.04% | 151 |
|
2021
Q4 | $461K | Buy |
+7,838
| New | +$461K | 0.02% | 270 |
|