Joel Isaacson & Co’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Hold |
14,778
| – | – | 0.05% | 150 |
|
|
2025
Q1 | $1.47M | Sell |
14,778
-100
| -0.7% | -$9.92K | 0.07% | 122 |
|
|
2024
Q4 | $1.49M | Buy |
14,878
+30
| +0.2% | +$3.01K | 0.07% | 116 |
|
|
2024
Q3 | $1.35M | Hold |
14,848
| – | – | 0.06% | 116 |
|
|
2024
Q2 | $1.21M | Hold |
14,848
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $1.19M | Sell |
14,848
-30
| -0.2% | -$2.41K | 0.07% | 121 |
|
|
2023
Q4 | $1.04M | Hold |
14,878
| – | – | 0.06% | 122 |
|
|
2023
Q3 | $944K | Buy |
14,878
+8,127
| +120% | +$515K | 0.06% | 122 |
|
|
2023
Q2 | $417K | Buy |
6,751
+30
| +0.4% | +$1.85K | 0.03% | 210 |
|
|
2023
Q1 | $427K | Hold |
6,721
| – | – | 0.03% | 203 |
|
|
2022
Q4 | $442K | Hold |
6,721
| – | – | 0.03% | 198 |
|
|
2022
Q3 | $344K | Hold |
6,721
| – | – | 0.03% | 206 |
|
|
2022
Q2 | $373K | Hold |
6,721
| – | – | 0.03% | 197 |
|
|
2022
Q1 | $487K | Hold |
6,721
| – | – | 0.04% | 177 |
|
|
2021
Q4 | $395K | Hold |
6,721
| – | – | 0.03% | 218 |
|
|
2021
Q3 | $390K | Buy |
+6,721
| New | +$390K | 0.03% | 212 |
|
|
2019
Q1 | – | Sell |
-10,086
| Closed | -$603K | – | 233 |
|
|
2018
Q4 | $603K | Buy |
+10,086
| New | +$603K | 0.1% | 115 |
|
|
2014
Q4 | – | Sell |
-65
| Closed | -$4K | – | 653 |
|
|
2014
Q3 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 538 |
|