Legacy Wealth Management (Idaho)’s Oneok OKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.8K	Sell	745 -63	-8%	-$5.14K	0.03%	138
2025 Q1	$80.2K	Sell	808 -179	-18%	-$17.8K	0.06%	107
2024 Q4	$94.6K	Sell	987 -75	-7%	-$7.19K	0.06%	89
2024 Q3	$115K	Buy	+1,062	New	+$115K	0.07%	78