Kelly Financial Services’s Oneok OKE Stock Holding History

Kelly Financial Services’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-82	Closed	-$6.69K	–	550
2024 Q2	$6.69K	Hold	82	–	–	﹤0.01%	463
2024 Q1	$6.57K	Sell	82 -312	-79%	-$22.8K	﹤0.01%	475
2023 Q4	$27.7K	Hold	394	–	–	0.01%	264
2023 Q3	$25K	Hold	394	–	–	0.01%	259
2023 Q2	$24.3K	Hold	394	–	–	0.01%	273
2023 Q1	$25K	Hold	394	–	–	0.01%	257
2022 Q4	$25.9K	Hold	394	–	–	0.01%	244
2022 Q3	$20.2K	Hold	394	–	–	0.01%	258
2022 Q2	$21.9K	Hold	394	–	–	0.01%	249
2022 Q1	$27.8K	Hold	394	–	–	0.01%	246
2021 Q4	$23.2K	Hold	394	–	–	0.01%	252
2021 Q3	$22.8K	Sell	394 -21,528	-98%	-$1.16M	0.01%	242
2021 Q2	$394K	Buy	21,922 +21,528	+5,464%	+$1.15M	0.02%	214
2021 Q1	$20K	Hold	394	–	–	0.01%	223
2020 Q4	$15.1K	Hold	394	–	–	0.01%	222
2020 Q3	$10.2K	Hold	394	–	–	0.01%	253
2020 Q2	$13.1K	Sell	394 -150	-28%	-$4.89K	0.01%	207
2020 Q1	$11.9K	Hold	544	–	–	0.01%	191
2019 Q4	$41.2K	Hold	544	–	–	0.03%	93
2019 Q3	$40.1K	Hold	544	–	–	0.04%	91
2019 Q2	$37.4K	Hold	544	–	–	0.03%	100
2019 Q1	$38K	Buy	+544	New	+$35.2K	0.04%	93

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return