Legacy Capital Group California’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
5,764
-2,328
| -29% | -$190K | 0.13% | 196 |
|
|
2025
Q1 | $803K | Buy |
8,092
+204
| +3% | +$20.2K | 0.28% | 95 |
|
|
2024
Q4 | $792K | Buy |
+7,888
| New | +$792K | 0.24% | 112 |
|
|
2023
Q3 | – | Sell |
-6,320
| Closed | -$390K | – | 292 |
|
|
2023
Q2 | $390K | Buy |
6,320
+31
| +0.5% | +$1.91K | 0.16% | 184 |
|
|
2023
Q1 | $400K | Buy |
+6,289
| New | +$400K | 0.2% | 154 |
|