Global Retirement Partners’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.06M Buy
+49,711
New +$4.06M 0.1% 191
2024
Q4
$4.93M Sell
49,148
-602
-1% -$60.4K 0.14% 137
2024
Q3
$4.53M Sell
49,750
-5,575
-10% -$508K 0.14% 147
2024
Q2
$4.51M Buy
55,325
+5,503
+11% +$449K 0.14% 151
2024
Q1
$3.99M Buy
49,822
+3,063
+7% +$246K 0.15% 147
2023
Q4
$3.25M Sell
46,759
-392
-0.8% -$27.3K 0.14% 154
2023
Q3
$2.89M Buy
47,151
+4,768
+11% +$293K 0.15% 142
2023
Q2
$2.62M Buy
42,383
+3,400
+9% +$210K 0.13% 150
2023
Q1
$2.45M Sell
38,983
-1,809
-4% -$114K 0.13% 158
2022
Q4
$2.68M Sell
40,792
-426
-1% -$28K 0.18% 127
2022
Q3
$2.45M Buy
41,218
+740
+2% +$43.9K 0.19% 122
2022
Q2
$2.25M Buy
40,478
+2,563
+7% +$142K 0.18% 126
2022
Q1
$2.42M Buy
+37,915
New +$2.42M 0.19% 120
2021
Q4
Sell
-23,044
Closed -$1.34M 1290
2021
Q3
$1.34M Buy
23,044
+985
+4% +$57.1K 0.13% 159
2021
Q2
$1.23M Buy
22,059
+7,498
+51% +$417K 0.13% 163
2021
Q1
$738K Buy
14,561
+2,363
+19% +$120K 0.09% 205
2020
Q4
$468K Buy
12,198
+354
+3% +$13.6K 0.06% 247
2020
Q3
$308K Buy
11,844
+1,670
+16% +$43.4K 0.05% 292
2020
Q2
$338K Buy
10,174
+8,544
+524% +$284K 0.05% 277
2020
Q1
$36K Buy
1,630
+275
+20% +$6.07K 0.01% 641
2019
Q4
$102K Buy
1,355
+8
+0.6% +$602 0.02% 478
2019
Q3
$99K Buy
1,347
+7
+0.5% +$514 0.02% 473
2019
Q2
$92K Buy
1,340
+542
+68% +$37.2K 0.02% 471
2019
Q1
$56K Buy
798
+158
+25% +$11.1K 0.01% 524
2018
Q4
$35K Sell
640
-127
-17% -$6.95K 0.01% 599
2018
Q3
$52K Sell
767
-100
-12% -$6.78K 0.01% 554
2018
Q2
$61K Buy
867
+100
+13% +$7.04K 0.02% 495
2018
Q1
$44K Sell
767
-700
-48% -$40.2K 0.01% 559
2017
Q4
$78K Hold
1,467
0.02% 412
2017
Q3
$81K Sell
1,467
-3
-0.2% -$166 0.03% 347
2017
Q2
$77K Buy
1,470
+100
+7% +$5.24K 0.04% 337
2017
Q1
$76K Buy
1,370
+170
+14% +$9.43K 0.04% 319
2016
Q4
$69K Buy
+1,200
New +$69K 0.05% 304