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