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