Independent Advisor Alliance’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
23,402
+665
| +3% | +$54.3K | 0.06% | 290 |
|
|
2025
Q1 | $2.26M | Buy |
22,737
+2,270
| +11% | +$225K | 0.07% | 236 |
|
|
2024
Q4 | $2.05M | Buy |
20,467
+2,216
| +12% | +$222K | 0.03% | 504 |
|
|
2024
Q3 | $1.66M | Sell |
18,251
-209
| -1% | -$19K | 0.06% | 251 |
|
|
2024
Q2 | $1.51M | Buy |
18,460
+866
| +5% | +$70.6K | 0.05% | 261 |
|
|
2024
Q1 | $1.41M | Buy |
17,594
+1,766
| +11% | +$142K | 0.05% | 267 |
|
|
2023
Q4 | $1.11M | Buy |
15,828
+1,729
| +12% | +$121K | 0.04% | 289 |
|
|
2023
Q3 | $894K | Buy |
14,099
+4,558
| +48% | +$289K | 0.04% | 311 |
|
|
2023
Q2 | $589K | Buy |
9,541
+600
| +7% | +$37K | 0.03% | 396 |
|
|
2023
Q1 | $568K | Sell |
8,941
-7,274
| -45% | -$462K | 0.03% | 396 |
|
|
2022
Q4 | $1.07K | Buy |
16,215
+59
| +0.4% | +$4 | ﹤0.01% | 297 |
|
|
2022
Q3 | $828K | Sell |
16,156
-892
| -5% | -$45.7K | 0.05% | 279 |
|
|
2022
Q2 | $946K | Sell |
17,048
-1,897
| -10% | -$105K | 0.05% | 280 |
|
|
2022
Q1 | $1.34M | Buy |
18,945
+7,231
| +62% | +$511K | 0.06% | 235 |
|
|
2021
Q4 | $688K | Sell |
11,714
-392
| -3% | -$23K | 0.03% | 328 |
|
|
2021
Q3 | $702K | Buy |
12,106
+3,066
| +34% | +$178K | 0.04% | 315 |
|
|
2021
Q2 | $503K | Buy |
9,040
+1,905
| +27% | +$106K | 0.03% | 391 |
|
|
2021
Q1 | $361K | Buy |
+7,135
| New | +$361K | 0.02% | 445 |
|
|
2020
Q1 | – | Sell |
-7,429
| Closed | -$562K | – | 695 |
|
|
2019
Q4 | $562K | Sell |
7,429
-58
| -0.8% | -$4.39K | 0.02% | 506 |
|
|
2019
Q3 | $552K | Buy |
7,487
+897
| +14% | +$66.1K | 0.07% | 240 |
|
|
2019
Q2 | $453K | Sell |
6,590
-388
| -6% | -$26.7K | 0.07% | 234 |
|
|
2019
Q1 | $487K | Buy |
6,978
+2,160
| +45% | +$151K | 0.07% | 233 |
|
|
2018
Q4 | $260K | Sell |
4,818
-1,294
| -21% | -$69.8K | 0.05% | 314 |
|
|
2018
Q3 | $352K | Buy |
6,112
+1,870
| +44% | +$108K | 0.06% | 227 |
|
|
2018
Q2 | $268K | Buy |
4,242
+305
| +8% | +$19.3K | 0.06% | 253 |
|
|
2018
Q1 | $221K | Sell |
3,937
-5,652
| -59% | -$317K | 0.05% | 300 |
|
|
2017
Q4 | $543K | Buy |
+9,589
| New | +$543K | 0.12% | 175 |
|