Forvis Mazars 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
Q1
Sell
-3,250
Closed -$326K 416
2024
Q4
$326K Buy
3,250
+3
+0.1% +$301 0.01% 366
2024
Q3
$296K Buy
+3,247
New +$296K 0.01% 385