Kingswood Wealth 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 | $702K | Sell |
8,605
-260
| -3% | -$21.2K | 0.06% | 332 |
|
|
2025
Q1 | $881K | Sell |
8,865
-5,641
| -39% | -$561K | 0.08% | 273 |
|
|
2024
Q4 | $1.46M | Buy |
14,506
+5,321
| +58% | +$534K | 0.11% | 201 |
|
|
2024
Q3 | $832K | Sell |
9,185
-3,393
| -27% | -$307K | 0.06% | 333 |
|
|
2024
Q2 | $1.03M | Buy |
12,578
+443
| +4% | +$36.1K | 0.09% | 228 |
|
|
2024
Q1 | $973K | Sell |
12,135
-549
| -4% | -$44K | 0.11% | 210 |
|
|
2023
Q4 | $891K | Buy |
12,684
+7,636
| +151% | +$536K | 0.1% | 216 |
|
|
2023
Q3 | $320K | Buy |
5,048
+1,218
| +32% | +$77.3K | 0.05% | 316 |
|
|
2023
Q2 | $236K | Buy |
+3,830
| New | +$236K | 0.08% | 227 |
|