Geneos Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
49,533
-39,743
| -45% | -$3.24M | 0.1% | 255 |
|
|
2025
Q1 | $8.86M | Buy |
89,276
+47,773
| +115% | +$4.74M | 0.13% | 192 |
|
|
2024
Q4 | $4.17M | Sell |
41,503
-1,184
| -3% | -$119K | 0.15% | 164 |
|
|
2024
Q3 | $3.89M | Buy |
42,687
+1,243
| +3% | +$113K | 0.15% | 168 |
|
|
2024
Q2 | $3.38M | Buy |
41,444
+713
| +2% | +$58.1K | 0.15% | 154 |
|
|
2024
Q1 | $3.27M | Buy |
40,731
+685
| +2% | +$54.9K | 0.15% | 174 |
|
|
2023
Q4 | $2.81M | Sell |
40,046
-7,905
| -16% | -$555K | 0.14% | 175 |
|
|
2023
Q3 | $3.04M | Buy |
47,951
+4,507
| +10% | +$286K | 0.16% | 160 |
|
|
2023
Q2 | $2.68M | Buy |
43,444
+4,653
| +12% | +$287K | 0.14% | 175 |
|
|
2023
Q1 | $2.46M | Sell |
38,791
-1,089
| -3% | -$69.2K | 0.15% | 170 |
|
|
2022
Q4 | $2.62M | Sell |
39,880
-1,396
| -3% | -$91.7K | 0.16% | 150 |
|
|
2022
Q3 | $2.11M | Sell |
41,276
-18,661
| -31% | -$956K | 0.15% | 153 |
|
|
2022
Q2 | $3.4M | Sell |
59,937
-565
| -0.9% | -$32.1K | 0.17% | 140 |
|
|
2022
Q1 | $4.27M | Sell |
60,502
-1,934
| -3% | -$137K | 0.18% | 134 |
|
|
2021
Q4 | $3.67M | Buy |
62,436
+1,402
| +2% | +$82.4K | 0.14% | 162 |
|
|
2021
Q3 | $3.63M | Sell |
61,034
-83
| -0.1% | -$4.93K | 0.14% | 163 |
|
|
2021
Q2 | $3.51M | Buy |
61,117
+333
| +0.5% | +$19.1K | 0.14% | 163 |
|
|
2021
Q1 | $3.19M | Sell |
60,784
-2,305
| -4% | -$121K | 0.09% | 226 |
|
|
2020
Q4 | $3.22M | Buy |
63,089
+5,131
| +9% | +$262K | 0.13% | 177 |
|
|
2020
Q3 | $1.45M | Buy |
57,958
+2,151
| +4% | +$53.8K | 0.08% | 245 |
|
|
2020
Q2 | $1.72M | Buy |
55,807
+4,472
| +9% | +$138K | 0.1% | 204 |
|
|
2020
Q1 | $1.07M | Buy |
51,335
+7,437
| +17% | +$156K | 0.07% | 244 |
|
|
2019
Q4 | $3.32M | Buy |
43,898
+2,245
| +5% | +$170K | 0.18% | 144 |
|
|
2019
Q3 | $3.05M | Sell |
41,653
-3,920
| -9% | -$287K | 0.18% | 140 |
|
|
2019
Q2 | $3.14M | Sell |
45,573
-440
| -1% | -$30.3K | 0.19% | 128 |
|
|
2019
Q1 | $3.21M | Buy |
46,013
+340
| +0.7% | +$23.7K | 0.21% | 129 |
|
|
2018
Q4 | $2.42M | Sell |
45,673
-808
| -2% | -$42.8K | 0.18% | 144 |
|
|
2018
Q3 | $3.15M | Buy |
46,481
+2,998
| +7% | +$203K | 0.21% | 137 |
|
|
2018
Q2 | $3.04M | Sell |
43,483
-10,677
| -20% | -$745K | 0.24% | 110 |
|
|
2018
Q1 | $3.08M | Sell |
54,160
-973
| -2% | -$55.4K | 0.27% | 99 |
|
|
2017
Q4 | $2.95M | Sell |
55,133
-274
| -0.5% | -$14.6K | 0.26% | 100 |
|
|
2017
Q3 | $3.07M | Buy |
55,407
+14,818
| +37% | +$821K | 0.31% | 96 |
|
|
2017
Q2 | $2.12M | Sell |
40,589
-598
| -1% | -$31.2K | 0.22% | 112 |
|
|
2017
Q1 | $2.28M | Buy |
41,187
+249
| +0.6% | +$13.8K | 0.24% | 106 |
|
|
2016
Q4 | $2.35M | Sell |
40,938
-244
| -0.6% | -$14K | 0.31% | 85 |
|
|
2016
Q3 | $2.12M | Sell |
41,182
-2,495
| -6% | -$128K | 0.28% | 88 |
|
|
2016
Q2 | $2.08M | Buy |
43,677
+279
| +0.6% | +$13.3K | 0.3% | 84 |
|
|
2016
Q1 | $1.25M | Buy |
+43,398
| New | +$1.25M | 0.19% | 123 |
|