Householder Group Estate & Retirement Specialist’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,258
| Closed | -$479K | – | 977 |
|
2024
Q3 | $479K | Buy |
5,258
+118
| +2% | +$10.8K | 0.14% | 140 |
|
2024
Q2 | $419K | Buy |
5,140
+546
| +12% | +$44.5K | 0.12% | 150 |
|
2024
Q1 | $368K | Sell |
4,594
-887
| -16% | -$71.1K | 0.11% | 164 |
|
2023
Q4 | $384K | Buy |
5,481
+417
| +8% | +$29.2K | 0.13% | 152 |
|
2023
Q3 | $321K | Buy |
+5,064
| New | +$321K | 0.12% | 154 |
|
2023
Q1 | $119K | Buy |
+1,879
| New | +$119K | 0.05% | 269 |
|
2022
Q4 | – | Sell |
-1,575
| Closed | -$80K | – | 850 |
|
2022
Q3 | $80K | Buy |
+1,575
| New | +$80K | 0.03% | 304 |
|