KCM Investment 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 | $317K | Buy |
3,887
+352
| +10% | +$28.7K | 0.01% | 314 |
|
|
2025
Q1 | $351K | Sell |
3,535
-1,208
| -25% | -$120K | 0.01% | 290 |
|
|
2024
Q4 | $476K | Buy |
4,743
+2,256
| +91% | +$227K | 0.02% | 260 |
|
|
2024
Q3 | $227K | Hold |
2,487
| – | – | 0.01% | 358 |
|
|
2024
Q2 | $203K | Sell |
2,487
-313
| -11% | -$25.5K | 0.01% | 360 |
|
|
2024
Q1 | $224K | Sell |
2,800
-133
| -5% | -$10.7K | 0.01% | 357 |
|
|
2023
Q4 | $206K | Buy |
+2,933
| New | +$206K | 0.01% | 359 |
|
|
2020
Q1 | – | Sell |
-3,211
| Closed | -$243K | – | 329 |
|
|
2019
Q4 | $243K | Hold |
3,211
| – | – | 0.01% | 311 |
|
|
2019
Q3 | $237K | Buy |
3,211
+68
| +2% | +$5.02K | 0.01% | 304 |
|
|
2019
Q2 | $216K | Sell |
3,143
-275
| -8% | -$18.9K | 0.01% | 313 |
|
|
2019
Q1 | $239K | Sell |
3,418
-750
| -18% | -$52.4K | 0.02% | 296 |
|
|
2018
Q4 | $225K | Hold |
4,168
| – | – | 0.01% | 452 |
|
|
2018
Q3 | $283K | Buy |
4,168
+150
| +4% | +$10.2K | 0.02% | 443 |
|
|
2018
Q2 | $281K | Hold |
4,018
| – | – | 0.02% | 444 |
|
|
2018
Q1 | $229K | Hold |
4,018
| – | – | 0.01% | 484 |
|
|
2017
Q4 | $215K | Buy |
+4,018
| New | +$215K | 0.01% | 489 |
|