Legacy Financial Advisors’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
2,580
-61
-2% -$4.98K 0.03% 327
2025
Q1
$262K Sell
2,641
-72
-3% -$7.14K 0.04% 294
2024
Q4
$272K Buy
2,713
+310
+13% +$31.1K 0.05% 287
2024
Q3
$219K Buy
+2,403
New +$219K 0.04% 326
2019
Q2
Sell
-212
Closed -$15K 662
2019
Q1
$15K Buy
212
+190
+864% +$13.4K 0.01% 526
2018
Q4
$1K Buy
22
+13
+144% +$591 ﹤0.01% 925
2018
Q3
$0 Sell
9
-32
-78% ﹤0.01% 935
2018
Q2
$3K Buy
+41
New +$3K ﹤0.01% 787