GeoWealth 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 | $138K | Sell |
1,690
-456
| -21% | -$37.2K | 0.01% | 742 |
|
|
2025
Q1 | $213K | Sell |
2,146
-1,765
| -45% | -$175K | 0.01% | 645 |
|
|
2024
Q4 | $393K | Sell |
3,911
-85
| -2% | -$8.53K | 0.01% | 534 |
|
|
2024
Q3 | $364K | Buy |
3,996
+68
| +2% | +$6.2K | 0.01% | 549 |
|
|
2024
Q2 | $320K | Buy |
3,928
+522
| +15% | +$42.6K | 0.01% | 560 |
|
|
2024
Q1 | $273K | Buy |
+3,406
| New | +$273K | 0.01% | 596 |
|