Institute for Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Hold |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $392K | Sell |
|
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|
2024
Q4 | $402K | Sell |
|
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|
2024
Q3 | $368K | Buy |
|
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|
2024
Q2 | $328K | Buy |
|
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|
2024
Q1 | $321K | Buy |
|
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|
2023
Q4 | $281K | Hold |
|
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $219K | Buy |
|