GoalVest Advisory’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
19,227
+833
| +5% | +$68K | 0.39% | 44 |
|
|
2025
Q1 | $1.83M | Buy |
18,394
+1,564
| +9% | +$155K | 0.5% | 36 |
|
|
2024
Q4 | $1.69M | Sell |
16,830
-831
| -5% | -$83.4K | 0.46% | 34 |
|
|
2024
Q3 | $1.61M | Buy |
17,661
+574
| +3% | +$52.3K | 0.46% | 37 |
|
|
2024
Q2 | $1.39M | Sell |
17,087
-2,462
| -13% | -$201K | 0.45% | 35 |
|
|
2024
Q1 | $1.57M | Buy |
19,549
+445
| +2% | +$35.7K | 0.52% | 26 |
|
|
2023
Q4 | $1.34M | Buy |
19,104
+1,327
| +7% | +$93.2K | 0.59% | 20 |
|
|
2023
Q3 | $1.13M | Buy |
17,777
+600
| +3% | +$38.1K | 0.57% | 23 |
|
|
2023
Q2 | $1.06M | Sell |
17,177
-4,616
| -21% | -$285K | 0.55% | 25 |
|
|
2023
Q1 | $1.38M | Buy |
21,793
+2,445
| +13% | +$155K | 0.81% | 21 |
|
|
2022
Q4 | $1.27M | Buy |
19,348
+2,200
| +13% | +$145K | 0.82% | 24 |
|
|
2022
Q3 | $879K | Buy |
17,148
+2,451
| +17% | +$126K | 0.62% | 45 |
|
|
2022
Q2 | $810K | Buy |
14,697
+14,680
| +86,353% | +$809K | 0.51% | 61 |
|
|
2022
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 352 |
|