IBEX Wealth 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 | $14.8M | Buy |
181,029
+5,114
| +3% | +$417K | 1.58% | 12 |
|
|
2025
Q1 | $17.5M | Sell |
175,915
-3,512
| -2% | -$348K | 2.31% | 6 |
|
|
2024
Q4 | $18M | Buy |
+179,427
| New | +$18M | 2.12% | 7 |
|
|
2024
Q3 | – | Sell |
-171,977
| Closed | -$14M | – | 214 |
|
|
2024
Q2 | $14M | Sell |
171,977
-16,329
| -9% | -$1.33M | 2.19% | 6 |
|
|
2024
Q1 | $12.4M | Buy |
188,306
+188,135
| +110,020% | +$12.4M | 3.35% | 3 |
|
|
2023
Q4 | $12K | Sell |
171
-172,755
| -100% | -$12.1M | 2.6% | 5 |
|
|
2023
Q3 | $11M | Buy |
+172,926
| New | +$11M | 2.79% | 5 |
|
|
2023
Q1 | $11.5M | Sell |
181,315
-6,991
| -4% | -$444K | 2.99% | 5 |
|
|
2022
Q4 | $12.4M | Buy |
188,306
+7,269
| +4% | +$478K | 2.8% | 3 |
|
|
2022
Q3 | $9.28M | Buy |
181,037
+52,131
| +40% | +$2.67M | 2.41% | 8 |
|
|
2022
Q2 | $7.15M | Buy |
128,906
+749
| +0.6% | +$41.6K | 1.65% | 15 |
|
|
2022
Q1 | $9.05M | Buy |
128,157
+13,123
| +11% | +$927K | 1.73% | 10 |
|
|
2021
Q4 | $6.76M | Buy |
115,034
+3,390
| +3% | +$199K | 1.2% | 21 |
|
|
2021
Q3 | $6.47M | Buy |
111,644
+2,730
| +3% | +$158K | 1.25% | 18 |
|
|
2021
Q2 | $6.06M | Buy |
+108,914
| New | +$6.06M | 1.21% | 19 |
|
|
2020
Q2 | – | Sell |
-57,965
| Closed | -$1.26M | – | 106 |
|
|
2020
Q1 | $1.26M | Sell |
57,965
-4,547
| -7% | -$99.2K | 0.49% | 71 |
|
|
2019
Q4 | $4.73M | Buy |
62,512
+520
| +0.8% | +$39.3K | 1.45% | 19 |
|
|
2019
Q3 | $4.57M | Buy |
61,992
+1,057
| +2% | +$77.9K | 1.52% | 18 |
|
|
2019
Q2 | $4.19M | Buy |
60,935
+664
| +1% | +$45.7K | 1.21% | 22 |
|
|
2019
Q1 | $4.21M | Buy |
60,271
+18,599
| +45% | +$1.3M | 1.48% | 21 |
|
|
2018
Q4 | $2.25M | Sell |
41,672
-1,563
| -4% | -$84.3K | 1.03% | 33 |
|
|
2018
Q3 | $2.98M | Sell |
43,235
-6,591
| -13% | -$454K | 1.07% | 41 |
|
|
2018
Q2 | $2.8M | Hold |
49,826
| – | – | 1.12% | 41 |
|
|
2018
Q1 | $2.8M | Buy |
49,826
+1,928
| +4% | +$108K | 1.14% | 40 |
|
|
2017
Q4 | $2.71M | Buy |
47,898
+506
| +1% | +$28.7K | 1.2% | 35 |
|
|
2017
Q3 | $2.66M | Sell |
47,392
-486
| -1% | -$27.2K | 0.98% | 44 |
|
|
2017
Q2 | $2.44M | Buy |
+47,878
| New | +$2.44M | 0.96% | 45 |
|
|
2017
Q1 | – | Sell |
-620
| Closed | -$35K | – | 276 |
|
|
2016
Q4 | $35K | Buy |
+620
| New | +$35K | 0.02% | 189 |
|