Institute for Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
3,907
-42
| -1% | -$3.43K | 0.04% | 418 |
|
|
2025
Q1 | $392K | Sell |
3,949
-59
| -1% | -$5.85K | 0.05% | 348 |
|
|
2024
Q4 | $402K | Sell |
4,008
-25
| -0.6% | -$2.51K | 0.05% | 335 |
|
|
2024
Q3 | $368K | Buy |
4,033
+6
| +0.1% | +$547 | 0.05% | 365 |
|
|
2024
Q2 | $328K | Buy |
4,027
+18
| +0.4% | +$1.47K | 0.04% | 369 |
|
|
2024
Q1 | $321K | Buy |
4,009
+8
| +0.2% | +$641 | 0.04% | 371 |
|
|
2023
Q4 | $281K | Hold |
4,001
| – | – | 0.05% | 380 |
|
|
2023
Q3 | $254K | Buy |
+4,001
| New | +$254K | 0.05% | 376 |
|
|
2023
Q2 | – | Sell |
-3,175
| Closed | -$202K | – | 460 |
|
|
2023
Q1 | $202K | Sell |
3,175
-151
| -5% | -$9.59K | 0.04% | 428 |
|
|
2022
Q4 | $219K | Buy |
+3,326
| New | +$219K | 0.05% | 399 |
|