JBR Co Financial 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
$1.96M Sell
23,975
-763
-3% -$62.3K 0.97% 27
2025
Q1
$2.45M Sell
24,738
-856
-3% -$84.9K 1.44% 19
2024
Q4
$2.57M Sell
25,594
-30
-0.1% -$3.01K 1.57% 17
2024
Q3
$2.34M Sell
25,624
-6,519
-20% -$594K 1.53% 17
2024
Q2
$2.62M Sell
32,143
-1,085
-3% -$88.5K 1.84% 13
2024
Q1
$2.66M Sell
33,228
-536
-2% -$43K 2.13% 12
2023
Q4
$2.37M Buy
+33,764
New +$2.37M 2.23% 13