Iron Horse 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 Q2	$147K	Buy	1,805 +150	+9%	+$12.5K	0.04%	65
2025 Q1	$164K	Buy	1,655 +32	+2%	+$3.18K	0.05%	58
2024 Q4	$163K	Hold	1,623	–	–	0.05%	60
2024 Q3	$148K	Buy	1,623 +44	+3%	+$3.83K	0.05%	56
2024 Q2	$129K	Buy	+1,579	New	+$126K	0.05%	57
2023 Q4	–	Sell	-166	Closed	-$10.5K	–	513
2023 Q3	$10.5K	Buy	+166	New	+$10.8K	0.01%	177
2023 Q1	–	Sell	-32	Closed	-$2K	–	372
2022 Q4	$2K	Buy	+32	New	+$1.97K	﹤0.01%	201
2022 Q3	–	Sell	-32	Closed	-$2K	–	232
2022 Q2	$2K	Sell	32 -25	-44%	-$1.62K	﹤0.01%	199
2022 Q1	$4K	Hold	57	–	–	﹤0.01%	173
2021 Q4	$3K	Hold	57	–	–	﹤0.01%	165
2021 Q3	$3K	Sell	57 -618	-92%	-$33.2K	﹤0.01%	148
2021 Q2	$38K	Hold	675	–	–	0.03%	73
2021 Q1	$34K	Hold	675	–	–	0.03%	75
2020 Q4	$26K	Buy	+675	New	+$22.7K	0.02%	80