Lipe & Dalton’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
36,992
-490
| -1% | -$40K | 1.63% | 22 |
|
|
2025
Q1 | $3.72M | Sell |
37,482
-37,120
| -50% | -$3.68M | 2.08% | 14 |
|
|
2024
Q4 | $7.49M | Sell |
74,602
-320
| -0.4% | -$32.1K | 3.97% | 4 |
|
|
2024
Q3 | $6.83M | Sell |
74,922
-190
| -0.3% | -$17.3K | 3.45% | 4 |
|
|
2024
Q2 | $6.13M | Sell |
75,112
-2,975
| -4% | -$243K | 3.29% | 4 |
|
|
2024
Q1 | $6.26M | Hold |
78,087
| – | – | 3.23% | 5 |
|
|
2023
Q4 | $5.48M | Sell |
78,087
-300
| -0.4% | -$21.1K | 2.98% | 7 |
|
|
2023
Q3 | $4.97M | Hold |
78,387
| – | – | 2.99% | 8 |
|
|
2023
Q2 | $4.84M | Sell |
78,387
-1,310
| -2% | -$80.9K | 2.76% | 9 |
|
|
2023
Q1 | $5.06M | Sell |
79,697
-2,205
| -3% | -$140K | 2.9% | 10 |
|
|
2022
Q4 | $5.38M | Buy |
81,902
+65
| +0.1% | +$4.27K | 3.1% | 10 |
|
|
2022
Q3 | $4.19M | Hold |
81,837
| – | – | 2.63% | 13 |
|
|
2022
Q2 | $4.54M | Sell |
81,837
-10,150
| -11% | -$563K | 2.66% | 13 |
|
|
2022
Q1 | $6.5M | Sell |
91,987
-4,200
| -4% | -$297K | 3.17% | 6 |
|
|
2021
Q4 | $5.65M | Sell |
96,187
-130
| -0.1% | -$7.64K | 2.67% | 12 |
|
|
2021
Q3 | $5.59M | Buy |
96,317
+2,885
| +3% | +$167K | 2.87% | 10 |
|
|
2021
Q2 | $5.2M | Sell |
93,432
-220
| -0.2% | -$12.2K | 2.7% | 10 |
|
|
2021
Q1 | $4.74M | Sell |
93,652
-1,285
| -1% | -$65.1K | 2.63% | 11 |
|
|
2020
Q4 | $3.64M | Buy |
94,937
+1,310
| +1% | +$50.3K | 2.24% | 16 |
|
|
2020
Q3 | $2.43M | Buy |
93,627
+13,310
| +17% | +$346K | 1.69% | 24 |
|
|
2020
Q2 | $2.67M | Buy |
+80,317
| New | +$2.67M | 1.94% | 21 |
|