Icon 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 | $6.81M | Buy |
83,439
+15,361
| +23% | +$1.25M | 0.49% | 44 |
|
|
2025
Q1 | $6.75M | Buy |
68,078
+1,643
| +2% | +$163K | 0.56% | 39 |
|
|
2024
Q4 | $6.67M | Buy |
66,435
+201
| +0.3% | +$20.2K | 0.55% | 38 |
|
|
2024
Q3 | $6.04M | Buy |
66,234
+4,395
| +7% | +$401K | 0.5% | 40 |
|
|
2024
Q2 | $5.15M | Buy |
61,839
+453
| +0.7% | +$37.7K | 0.46% | 45 |
|
|
2024
Q1 | $4.92M | Buy |
61,386
+20
| +0% | +$1.6K | 0.46% | 44 |
|
|
2023
Q4 | $4.31M | Buy |
+61,366
| New | +$4.31M | 0.45% | 46 |
|
|
2022
Q4 | $1.22M | Sell |
18,623
-97
| -0.5% | -$6.37K | 0.14% | 121 |
|
|
2022
Q3 | $959K | Buy |
+18,720
| New | +$959K | 0.12% | 135 |
|