FVWA
Foster Victor Wealth Advisors’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
192,997
+22,038
| +13% | +$1.79M | 1.06% | 37 |
|
|
2025
Q1 | $14.1M | Buy |
170,959
+64,909
| +61% | +$5.36M | 1.13% | 29 |
|
|
2024
Q4 | $11.6M | Sell |
106,050
-18,700
| -15% | -$2.04M | 0.89% | 53 |
|
|
2024
Q3 | $11.8M | Buy |
124,750
+3,103
| +3% | +$294K | 0.95% | 45 |
|
|
2024
Q2 | $10.3M | Sell |
121,647
-51,305
| -30% | -$4.36M | 0.86% | 50 |
|
|
2024
Q1 | $13.7M | Buy |
172,952
+6,159
| +4% | +$489K | 1.25% | 32 |
|
|
2023
Q4 | $11.9M | Buy |
166,793
+4,967
| +3% | +$354K | 1.22% | 34 |
|
|
2023
Q3 | $10.3M | Buy |
+161,826
| New | +$10.3M | 1.2% | 36 |
|