Levy Wealth Management Group’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$252K Hold
3,088
0.06% 91
2024
Q1
$217K Hold
3,088
0.06% 100
2023
Q4
$217K Sell
3,088
-239
-7% -$16.8K 0.06% 100
2023
Q3
$211K Buy
+3,327
New +$211K 0.07% 105