Lee Financial’s Oneok OKE Stock Holding History

Lee Financial’s Portfolio OKE Stock Details OKE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.82M	Sell	22,235 -2,798	-11%	-$228K	0.26%	41
2025 Q1	$2.48M	Buy	25,033 +7,355	+42%	+$730K	0.38%	26
2024 Q4	$1.77M	Hold	17,678	–	–	0.25%	43
2024 Q3	$1.61M	Buy	17,678 +3,728	+27%	+$340K	0.23%	49
2024 Q2	$1.14M	Buy	13,950 +168	+1%	+$13.7K	0.19%	59
2024 Q1	$1.1M	Hold	13,782	–	–	0.18%	70
2023 Q4	$968K	Buy	13,782 +1,099	+9%	+$77.2K	0.17%	69
2023 Q3	$804K	Buy	12,683 +200	+2%	+$12.7K	0.15%	66
2023 Q2	$770K	Buy	12,483 +1,015	+9%	+$62.6K	0.13%	68
2023 Q1	$729K	Sell	11,468 -53	-0.5%	-$3.37K	0.13%	69
2022 Q4	$757K	Hold	11,521	–	–	0.13%	76
2022 Q3	$590K	Sell	11,521 -220	-2%	-$11.3K	0.11%	87
2022 Q2	$652K	Buy	11,741 +85	+0.7%	+$4.72K	0.12%	83
2022 Q1	$823K	Hold	11,656	–	–	0.15%	71
2021 Q4	$685K	Buy	11,656 +123	+1%	+$7.23K	0.13%	82
2021 Q3	$668K	Buy	11,533 +44	+0.4%	+$2.55K	0.14%	81
2021 Q2	$639K	Buy	11,489 +228	+2%	+$12.7K	0.14%	82
2021 Q1	$570K	Buy	11,261 +243	+2%	+$12.3K	0.14%	82
2020 Q4	$423K	Buy	11,018 +396	+4%	+$15.2K	0.11%	90
2020 Q3	$276K	Sell	10,622 -3,518	-25%	-$91.4K	0.08%	104
2020 Q2	$470K	Sell	14,140 -501	-3%	-$16.7K	0.13%	86
2020 Q1	$319K	Sell	14,641 -316	-2%	-$6.89K	0.11%	86
2019 Q4	$1.13M	Hold	14,957	–	–	0.24%	55
2019 Q3	$1.1M	Sell	14,957 -591	-4%	-$43.5K	0.25%	59
2019 Q2	$1.07M	Buy	15,548 +1,744	+13%	+$120K	0.24%	60
2019 Q1	$964K	Buy	13,804 +3	+0%	+$210	0.23%	63
2018 Q4	$745K	Sell	13,801 -2,221	-14%	-$120K	0.2%	62
2018 Q3	$1.09M	Sell	16,022 -3,096	-16%	-$210K	0.27%	59
2018 Q2	$1.34M	Sell	19,118 -1,920	-9%	-$134K	0.31%	48
2018 Q1	$1.2M	Sell	21,038 -3,373	-14%	-$192K	0.3%	52
2017 Q4	$1.31M	Sell	24,411 -35,774	-59%	-$1.91M	0.38%	51
2017 Q3	$3.34M	Buy	60,185 +51,238	+573%	+$2.84M	1.08%	18
2017 Q2	$467K	Buy	8,947 +8,422	+1,604%	+$440K	0.17%	85
2017 Q1	$29K	Hold	525	–	–	0.01%	196
2016 Q4	$30K	Buy	+525	New	+$30K	0.02%	203