Herold Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
30,689
-1,046
| -3% | -$85.4K | 0.53% | 53 |
|
|
2025
Q1 | $3.15M | Buy |
31,735
+1,349
| +4% | +$134K | 0.69% | 35 |
|
|
2024
Q4 | $3.05M | Sell |
30,386
-942
| -3% | -$94.6K | 0.66% | 37 |
|
|
2024
Q3 | $2.85M | Sell |
31,328
-497
| -2% | -$45.3K | 0.62% | 45 |
|
|
2024
Q2 | $2.6M | Sell |
31,825
-296
| -0.9% | -$24.1K | 0.6% | 48 |
|
|
2024
Q1 | $2.58M | Sell |
32,121
-14,536
| -31% | -$1.17M | 0.62% | 43 |
|
|
2023
Q4 | $3.28M | Buy |
46,657
+403
| +0.9% | +$28.3K | 0.91% | 27 |
|
|
2023
Q3 | $2.93M | Buy |
46,254
+3,313
| +8% | +$210K | 0.89% | 27 |
|
|
2023
Q2 | $2.65M | Buy |
42,941
+1,642
| +4% | +$101K | 0.81% | 29 |
|
|
2023
Q1 | $2.62M | Sell |
41,299
-667
| -2% | -$42.4K | 0.91% | 24 |
|
|
2022
Q4 | $2.76M | Buy |
41,966
+4
| +0% | +$263 | 1.17% | 19 |
|
|
2022
Q3 | $2.15M | Buy |
41,962
+204
| +0.5% | +$10.5K | 1.03% | 25 |
|
|
2022
Q2 | $2.32M | Buy |
41,758
+978
| +2% | +$54.3K | 1.03% | 25 |
|
|
2022
Q1 | $2.88M | Buy |
40,780
+2,680
| +7% | +$189K | 1.02% | 18 |
|
|
2021
Q4 | $2.24M | Hold |
38,100
| – | – | 0.87% | 29 |
|
|
2021
Q3 | $2.21M | Buy |
+38,100
| New | +$2.21M | 0.86% | 26 |
|