Icon Wealth Advisors’s Oneok OKE Stock Holding History

Icon Wealth Advisors’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.06M	Sell
2025 Q2	$6.81M	Buy
2025 Q1	$6.75M	Buy
2024 Q4	$6.67M	Buy
2024 Q3	$6.04M	Buy
2024 Q2	$5.15M	Buy
2024 Q1	$4.92M	Buy
2023 Q4	$4.31M	Buy
2022 Q4	$1.22M	Sell
2022 Q3	$959K	Buy