Lifeworks 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	–	Sell	-3,013	Closed	-$299K	–	326
2025 Q1	$299K	Sell	3,013 -1,859	-38%	-$184K	0.05%	245
2024 Q4	$489K	Buy	4,872 +1,002	+26%	+$101K	0.09%	168
2024 Q3	$353K	Buy	+3,870	New	+$353K	0.07%	207