Kovitz Investment Group Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.9M | Buy |
317,166
+123,349
| +64% | +$10.1M | 0.11% | 165 |
|
2025
Q1 | $19.2M | Buy |
193,817
+4,418
| +2% | +$438K | 0.1% | 177 |
|
2024
Q4 | $19M | Sell |
189,399
-7,302
| -4% | -$733K | 0.09% | 178 |
|
2024
Q3 | $16.9M | Buy |
196,701
+103,382
| +111% | +$8.88M | 0.12% | 158 |
|
2024
Q2 | $7.61M | Buy |
93,319
+63,204
| +210% | +$5.15M | 0.07% | 219 |
|
2024
Q1 | $2.41M | Buy |
30,115
+1,435
| +5% | +$115K | 0.03% | 278 |
|
2023
Q4 | $2.01M | Sell |
28,680
-625
| -2% | -$43.9K | 0.03% | 235 |
|
2023
Q3 | $1.86M | Buy |
29,305
+88
| +0.3% | +$5.58K | 0.03% | 238 |
|
2023
Q2 | $1.8M | Buy |
+29,217
| New | +$1.8M | 0.03% | 244 |
|