Klein Pavlis & Peasley Financial’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53M Buy
55,540
+7,070
+15% +$577K 3.03% 7
2025
Q1
$4.82M Buy
48,470
+2,651
+6% +$264K 3.47% 7
2024
Q4
$4.6M Sell
45,819
-5,338
-10% -$536K 3.72% 4
2024
Q3
$4.66M Buy
51,157
+951
+2% +$86.7K 3.73% 3
2024
Q2
$4.09M Sell
50,206
-7,202
-13% -$587K 3.64% 3
2024
Q1
$4.6M Sell
57,408
-11,219
-16% -$899K 4.16% 3
2023
Q4
$4.82M Buy
+68,627
New +$4.82M 4.49% 3