Founders Financial Alliance’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$716K Sell
8,776
-452
-5% -$36.9K 0.16% 131
2025
Q1
$916K Buy
9,228
+258
+3% +$25.6K 0.22% 98
2024
Q4
$901K Buy
8,970
+16
+0.2% +$1.61K 0.25% 92
2024
Q3
$816K Sell
8,954
-23
-0.3% -$2.1K 0.23% 100
2024
Q2
$732K Hold
8,977
0.22% 100
2024
Q1
$720K Hold
8,977
0.22% 100
2023
Q4
$630K Buy
8,977
+100
+1% +$7.02K 0.24% 90
2023
Q3
$563K Buy
8,877
+685
+8% +$43.5K 0.25% 92
2023
Q2
$506K Buy
8,192
+59
+0.7% +$3.64K 0.2% 106
2023
Q1
$517K Buy
8,133
+151
+2% +$9.6K 0.26% 93
2022
Q4
$524K Hold
7,982
0.24% 101
2022
Q3
$409K Hold
7,982
0.21% 113
2022
Q2
$443K Sell
7,982
-14
-0.2% -$777 0.22% 102
2022
Q1
$565K Hold
7,996
0.25% 94
2021
Q4
$470K Hold
7,996
0.19% 119
2021
Q3
$464K Hold
7,996
0.22% 106
2021
Q2
$445K Hold
7,996
0.2% 119
2021
Q1
$429K Sell
7,996
-15
-0.2% -$805 0.21% 109
2020
Q4
$308K Buy
8,011
+15
+0.2% +$577 0.17% 133
2020
Q3
$207K Buy
+7,996
New +$207K 0.12% 155