Foundations Investment 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 | $826K | Buy |
10,114
+769
| +8% | +$62.8K | 0.01% | 474 |
|
|
2025
Q1 | $927K | Buy |
9,345
+1,087
| +13% | +$108K | 0.02% | 419 |
|
|
2024
Q4 | $829K | Buy |
8,258
+598
| +8% | +$60K | 0.02% | 438 |
|
|
2024
Q3 | $698K | Buy |
7,660
+1,592
| +26% | +$145K | 0.01% | 438 |
|
|
2024
Q2 | $495K | Buy |
6,068
+2,789
| +85% | +$227K | 0.01% | 499 |
|
|
2024
Q1 | $263K | Sell |
3,279
-1,051
| -24% | -$84.3K | 0.01% | 610 |
|
|
2023
Q4 | $297K | Sell |
4,330
-257
| -6% | -$17.6K | 0.01% | 550 |
|
|
2023
Q3 | $291K | Buy |
4,587
+765
| +20% | +$48.5K | 0.01% | 516 |
|
|
2023
Q2 | $236K | Buy |
+3,822
| New | +$236K | 0.01% | 516 |
|