Lloyd Advisory Services’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,520
| Closed | -$1.08M | – | 164 |
|
|
2024
Q1 | $1.08M | Buy |
+13,520
| New | +$1.08M | 0.23% | 79 |
|
|
2023
Q4 | – | Sell |
-3,287
| Closed | -$209K | – | 276 |
|
|
2023
Q3 | $209K | Buy |
+3,287
| New | +$209K | 0.07% | 232 |
|
|
2022
Q2 | – | Sell |
-1,868
| Closed | -$132K | – | 419 |
|
|
2022
Q1 | $132K | Buy |
1,868
+397
| +27% | +$28.1K | 0.06% | 133 |
|
|
2021
Q4 | $86K | Buy |
1,471
+983
| +201% | +$57.5K | 0.04% | 147 |
|
|
2021
Q3 | $28K | Buy |
488
+213
| +77% | +$12.2K | 0.01% | 218 |
|
|
2021
Q2 | $15K | Buy |
275
+105
| +62% | +$5.73K | 0.01% | 250 |
|
|
2021
Q1 | $9K | Sell |
170
-7
| -4% | -$371 | ﹤0.01% | 242 |
|
|
2020
Q4 | $7K | Sell |
177
-69
| -28% | -$2.73K | ﹤0.01% | 221 |
|
|
2020
Q3 | $6K | Buy |
246
+58
| +31% | +$1.42K | ﹤0.01% | 213 |
|
|
2020
Q2 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-263
| Closed | -$20K | – | 365 |
|
|
2019
Q4 | $20K | Buy |
+263
| New | +$20K | 0.02% | 187 |
|