Investment Advisory Services’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
3,518
| – | – | 0.1% | 97 |
|
|
2025
Q1 | $349K | Sell |
3,518
-100
| -3% | -$9.92K | 0.13% | 86 |
|
|
2024
Q4 | $363K | Buy |
3,618
+10
| +0.3% | +$1K | 0.13% | 86 |
|
|
2024
Q3 | $329K | Hold |
3,608
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $294K | Sell |
3,608
-198
| -5% | -$16.1K | 0.11% | 96 |
|
|
2024
Q1 | $305K | Sell |
3,806
-194
| -5% | -$15.6K | 0.11% | 98 |
|
|
2023
Q4 | $281K | Hold |
4,000
| – | – | 0.11% | 97 |
|
|
2023
Q3 | $254K | Buy |
+4,000
| New | +$254K | 0.11% | 96 |
|
|
2023
Q1 | – | Sell |
-3,900
| Closed | -$256K | – | 97 |
|
|
2022
Q4 | $256K | Hold |
3,900
| – | – | 0.13% | 91 |
|
|
2022
Q3 | $200K | Hold |
3,900
| – | – | 0.12% | 91 |
|
|
2022
Q2 | $216K | Buy |
3,900
+1,000
| +34% | +$55.4K | 0.12% | 93 |
|
|
2022
Q1 | $205K | Buy |
+2,900
| New | +$205K | 0.11% | 96 |
|
|
2021
Q4 | – | Sell |
-4,100
| Closed | -$238K | – | 96 |
|
|
2021
Q3 | $238K | Buy |
+4,100
| New | +$238K | 0.15% | 90 |
|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$265K | – | 74 |
|
|
2019
Q4 | $265K | Buy |
+3,500
| New | +$265K | 0.24% | 60 |
|