Jamison Private Wealth Management’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
2,477
0.03% 195
2025
Q1
$246K Hold
2,477
0.04% 185
2024
Q4
$249K Hold
2,477
0.04% 187
2024
Q3
$226K Hold
2,477
0.03% 180
2024
Q2
$202K Sell
2,477
-518
-17% -$42.2K 0.03% 173
2024
Q1
$240K Buy
2,995
+5
+0.2% +$401 0.04% 165
2023
Q4
$210K Hold
2,990
0.04% 164
2023
Q3
$190K Buy
+2,990
New +$190K 0.04% 162