Geller Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,968
| Closed | -$405K | – | 277 |
|
|
2024
Q2 | $405K | Buy |
4,968
+15
| +0.3% | +$1.22K | 0.03% | 167 |
|
|
2024
Q1 | $397K | Buy |
4,953
+783
| +19% | +$62.8K | 0.03% | 177 |
|
|
2023
Q4 | $293K | Hold |
4,170
| – | – | 0.03% | 203 |
|
|
2023
Q3 | $265K | Sell |
4,170
-3
| -0.1% | -$190 | 0.03% | 207 |
|
|
2023
Q2 | $258K | Buy |
+4,173
| New | +$258K | 0.03% | 210 |
|