Integrated Wealth Concepts’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
26,664
-937
| -3% | -$76.5K | 0.02% | 592 |
|
|
2025
Q1 | $2.74M | Buy |
27,601
+2,510
| +10% | +$249K | 0.03% | 497 |
|
|
2024
Q4 | $2.52M | Buy |
25,091
+1,267
| +5% | +$127K | 0.03% | 486 |
|
|
2024
Q3 | $2.17M | Buy |
23,824
+5,697
| +31% | +$519K | 0.03% | 522 |
|
|
2024
Q2 | $1.48M | Buy |
18,127
+84
| +0.5% | +$6.85K | 0.02% | 606 |
|
|
2024
Q1 | $1.45M | Sell |
18,043
-11,287
| -38% | -$905K | 0.02% | 615 |
|
|
2023
Q4 | $2.06M | Buy |
29,330
+4,356
| +17% | +$306K | 0.03% | 472 |
|
|
2023
Q3 | $1.58M | Buy |
24,974
+10,217
| +69% | +$648K | 0.03% | 527 |
|
|
2023
Q2 | $911K | Sell |
14,757
-531
| -3% | -$32.8K | 0.02% | 719 |
|
|
2023
Q1 | $971K | Buy |
15,288
+11,186
| +273% | +$710K | 0.02% | 632 |
|
|
2022
Q4 | $270K | Buy |
+4,102
| New | +$270K | 0.01% | 849 |
|
|
2022
Q2 | – | Sell |
-3,130
| Closed | -$221K | – | 1048 |
|
|
2022
Q1 | $221K | Buy |
+3,130
| New | +$221K | 0.01% | 844 |
|