Keudell/Morrison Wealth 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 | $623K | Buy |
7,637
+3,269
| +75% | +$267K | 0.14% | 103 |
|
|
2025
Q1 | $433K | Buy |
4,368
+1,021
| +31% | +$101K | 0.1% | 122 |
|
|
2024
Q4 | $336K | Sell |
3,347
-724
| -18% | -$72.7K | 0.09% | 147 |
|
|
2024
Q3 | $371K | Sell |
4,071
-1,329
| -25% | -$121K | 0.1% | 138 |
|
|
2024
Q2 | $440K | Buy |
5,400
+13
| +0.2% | +$1.06K | 0.13% | 125 |
|
|
2024
Q1 | $432K | Sell |
5,387
-262
| -5% | -$21K | 0.13% | 127 |
|
|
2023
Q4 | $397K | Buy |
5,649
+119
| +2% | +$8.36K | 0.13% | 125 |
|
|
2023
Q3 | $351K | Sell |
5,530
-82
| -1% | -$5.2K | 0.11% | 126 |
|
|
2023
Q2 | $346K | Buy |
5,612
+106
| +2% | +$6.54K | 0.1% | 134 |
|
|
2023
Q1 | $350K | Sell |
5,506
-55
| -1% | -$3.5K | 0.1% | 127 |
|
|
2022
Q4 | $365K | Sell |
5,561
-65
| -1% | -$4.27K | 0.12% | 117 |
|
|
2022
Q3 | $288K | Sell |
5,626
-184
| -3% | -$9.42K | 0.11% | 140 |
|
|
2022
Q2 | $322K | Buy |
5,810
+14
| +0.2% | +$776 | 0.12% | 130 |
|
|
2022
Q1 | $409K | Sell |
5,796
-536
| -8% | -$37.8K | 0.17% | 116 |
|
|
2021
Q4 | $372K | Sell |
6,332
-854
| -12% | -$50.2K | 0.15% | 123 |
|
|
2021
Q3 | $417K | Buy |
7,186
+19
| +0.3% | +$1.1K | 0.18% | 116 |
|
|
2021
Q2 | $399K | Sell |
7,167
-54
| -0.7% | -$3.01K | 0.22% | 111 |
|
|
2021
Q1 | $366K | Buy |
7,221
+1,022
| +16% | +$51.8K | 0.21% | 114 |
|
|
2020
Q4 | $238K | Buy |
+6,199
| New | +$238K | 0.15% | 141 |
|