Kingsview 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
$2.9M Sell
35,546
-500
-1% -$40.8K 0.05% 365
2025
Q1
$3.58M Sell
36,046
-4,452
-11% -$442K 0.07% 267
2024
Q4
$4.07M Buy
40,498
+9,676
+31% +$971K 0.08% 235
2024
Q3
$2.81M Buy
30,822
+14,647
+91% +$1.33M 0.06% 294
2024
Q2
$1.32M Buy
16,175
+1,009
+7% +$82.3K 0.03% 444
2024
Q1
$1.22M Buy
15,166
+396
+3% +$31.7K 0.03% 452
2023
Q4
$1.04M Buy
14,770
+39
+0.3% +$2.74K 0.03% 462
2023
Q3
$934K Buy
14,731
+1,820
+14% +$115K 0.03% 455
2023
Q2
$797K Buy
12,911
+694
+6% +$42.8K 0.03% 473
2023
Q1
$776K Sell
12,217
-3,480
-22% -$221K 0.03% 461
2022
Q4
$1.03M Sell
15,697
-192
-1% -$12.6K 0.04% 342
2022
Q3
$814K Buy
15,889
+3,806
+31% +$195K 0.04% 377
2022
Q2
$671K Sell
12,083
-2,918
-19% -$162K 0.03% 472
2022
Q1
$1.06M Buy
15,001
+11,166
+291% +$789K 0.05% 377
2021
Q4
$225K Hold
3,835
0.01% 815
2021
Q3
$222K Buy
3,835
+137
+4% +$7.93K 0.01% 774
2021
Q2
$211K Buy
+3,698
New +$211K 0.01% 810
2020
Q4
Sell
-30,886
Closed -$802K 717
2020
Q3
$802K Buy
+30,886
New +$802K 0.07% 269