JFS 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 | $128K | Buy |
1,570
+72
| +5% | +$5.88K | 0.01% | 342 |
|
|
2025
Q1 | $149K | Sell |
1,498
-46
| -3% | -$4.56K | 0.01% | 329 |
|
|
2024
Q4 | $155K | Sell |
1,544
-1
| -0.1% | -$100 | 0.01% | 317 |
|
|
2024
Q3 | $141K | Buy |
1,545
+6
| +0.4% | +$547 | 0.01% | 328 |
|
|
2024
Q2 | $126K | Buy |
1,539
+35
| +2% | +$2.85K | 0.01% | 283 |
|
|
2024
Q1 | $121K | Buy |
1,504
+59
| +4% | +$4.73K | 0.01% | 295 |
|
|
2023
Q4 | $101K | Buy |
1,445
+849
| +142% | +$59.6K | 0.01% | 301 |
|
|
2023
Q3 | $37.8K | Buy |
596
+1
| +0.2% | +$63 | ﹤0.01% | 409 |
|
|
2023
Q2 | $36.7K | Sell |
595
-16
| -3% | -$988 | ﹤0.01% | 412 |
|
|
2023
Q1 | $38.8K | Buy |
611
+7
| +1% | +$445 | ﹤0.01% | 405 |
|
|
2022
Q4 | $39.7K | Sell |
604
-7
| -1% | -$460 | ﹤0.01% | 399 |
|
|
2022
Q3 | $31K | Sell |
611
-73
| -11% | -$3.7K | ﹤0.01% | 471 |
|
|
2022
Q2 | $38K | Buy |
684
+117
| +21% | +$6.5K | ﹤0.01% | 449 |
|
|
2022
Q1 | $40K | Buy |
567
+113
| +25% | +$7.97K | ﹤0.01% | 472 |
|
|
2021
Q4 | $27K | Buy |
454
+54
| +14% | +$3.21K | ﹤0.01% | 522 |
|
|
2021
Q3 | $23K | Buy |
+400
| New | +$23K | ﹤0.01% | 525 |
|