Loring Wolcott & Coolidge Fiduciary Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $176K | Hold |
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|
2025
Q2 | $206K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $199K | Hold |
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|
2023
Q3 | $194K | Buy |
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|
2023
Q2 | $73K | Hold |
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|
2023
Q1 | $75.1K | Hold |
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|
2022
Q4 | $77.7K | Hold |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $66K | Hold |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $69K | Sell |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $31K | Sell |
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|
2020
Q2 | $432K | Hold |
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|
2020
Q1 | $284K | Hold |
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|
2019
Q4 | $984K | Hold |
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|
2019
Q3 | $958K | Hold |
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|
2019
Q2 | $895K | Hold |
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|
2019
Q1 | $908K | Hold |
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|
2018
Q4 | $701K | Hold |
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|
2018
Q3 | $881K | Hold |
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|
2018
Q2 | $908K | Hold |
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|
2018
Q1 | $740K | Hold |
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|
2017
Q4 | $695K | Hold |
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|
2017
Q3 | $720K | Hold |
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|
2017
Q2 | $736K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $39K | Buy |
|