HM Payson & Co’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $160K | Hold |
1,608
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $161K | Sell |
1,608
-156
| -9% | -$15.7K | ﹤0.01% | 457 |
|
|
2024
Q3 | $161K | Buy |
1,764
+105
| +6% | +$9.57K | ﹤0.01% | 455 |
|
|
2024
Q2 | $135K | Sell |
1,659
-249
| -13% | -$20.3K | ﹤0.01% | 469 |
|
|
2024
Q1 | $153K | Hold |
1,908
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $134K | Sell |
1,908
-2,180
| -53% | -$153K | ﹤0.01% | 451 |
|
|
2023
Q3 | $259K | Buy |
4,088
+3,948
| +2,820% | +$250K | 0.01% | 341 |
|
|
2023
Q2 | $8.64K | Hold |
140
| – | – | ﹤0.01% | 817 |
|
|
2023
Q1 | $8.9K | Hold |
140
| – | – | ﹤0.01% | 806 |
|
|
2022
Q4 | $9.2K | Hold |
140
| – | – | ﹤0.01% | 750 |
|
|
2022
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 818 |
|
|
2022
Q2 | $8K | Buy |
140
+30
| +27% | +$1.71K | ﹤0.01% | 842 |
|
|
2022
Q1 | $8K | Buy |
110
+12
| +12% | +$873 | ﹤0.01% | 864 |
|
|
2021
Q4 | $6K | Hold |
98
| – | – | ﹤0.01% | 931 |
|
|
2021
Q3 | $6K | Hold |
98
| – | – | ﹤0.01% | 886 |
|
|
2021
Q2 | $5K | Buy |
98
+58
| +145% | +$2.96K | ﹤0.01% | 895 |
|
|
2021
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1054 |
|
|
2020
Q1 | – | Sell |
-410
| Closed | -$31K | – | 954 |
|
|
2019
Q4 | $31K | Hold |
410
| – | – | ﹤0.01% | 657 |
|
|
2019
Q3 | $30K | Buy |
+410
| New | +$30K | ﹤0.01% | 666 |
|