International Private Wealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $557K | Buy |
6,821
+870
| +15% | +$71K | 0.48% | 48 |
|
2025
Q1 | $590K | Buy |
5,951
+120
| +2% | +$11.9K | 0.57% | 43 |
|
2024
Q4 | $585K | Buy |
5,831
+1,942
| +50% | +$195K | 0.58% | 40 |
|
2024
Q3 | $354K | Sell |
3,889
-273
| -7% | -$24.9K | 0.52% | 60 |
|
2024
Q2 | $339K | Sell |
4,162
-627
| -13% | -$51.1K | 0.57% | 54 |
|
2024
Q1 | $384K | Buy |
+4,789
| New | +$384K | 0.74% | 41 |
|