Mark Sheptoff Financial Planning’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
1,388
| – | – | 0.06% | 119 |
|
|
2025
Q1 | $138K | Hold |
1,388
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $139K | Hold |
1,388
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $126K | Hold |
1,388
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $113K | Hold |
1,388
| – | – | 0.06% | 123 |
|
|
2024
Q1 | $111K | Hold |
1,388
| – | – | 0.06% | 122 |
|
|
2023
Q4 | $97.5K | Hold |
1,388
| – | – | 0.06% | 122 |
|
|
2023
Q3 | $88K | Hold |
1,388
| – | – | 0.06% | 116 |
|
|
2023
Q2 | $85.7K | Hold |
1,388
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $88.2K | Hold |
1,388
| – | – | 0.05% | 122 |
|
|
2022
Q4 | $91.2K | Hold |
1,388
| – | – | 0.05% | 116 |
|
|
2022
Q3 | $71K | Hold |
1,388
| – | – | 0.04% | 125 |
|
|
2022
Q2 | $77K | Hold |
1,388
| – | – | 0.04% | 128 |
|
|
2022
Q1 | $98K | Buy |
1,388
+75
| +6% | +$5.3K | 0.05% | 138 |
|
|
2021
Q4 | $77K | Buy |
1,313
+788
| +150% | +$46.2K | 0.04% | 150 |
|
|
2021
Q3 | $30K | Hold |
525
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $29K | Buy |
525
+125
| +31% | +$6.91K | 0.02% | 239 |
|
|
2021
Q1 | $20K | Hold |
400
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $15K | Hold |
400
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $10K | Hold |
400
| – | – | 0.01% | 236 |
|
|
2020
Q2 | $13K | Hold |
400
| – | – | 0.01% | 236 |
|
|
2020
Q1 | $9K | Sell |
400
-190
| -32% | -$4.28K | 0.01% | 246 |
|
|
2019
Q4 | $45K | Hold |
590
| – | – | 0.03% | 156 |
|
|
2019
Q3 | $43K | Sell |
590
-380
| -39% | -$27.7K | 0.03% | 157 |
|
|
2019
Q2 | $67K | Hold |
970
| – | – | 0.05% | 138 |
|
|
2019
Q1 | $68K | Hold |
970
| – | – | 0.05% | 133 |
|
|
2018
Q4 | $52K | Hold |
970
| – | – | 0.04% | 132 |
|
|
2018
Q3 | $66K | Buy |
970
+570
| +143% | +$38.8K | 0.05% | 146 |
|
|
2018
Q2 | $28K | Hold |
400
| – | – | 0.02% | 200 |
|
|
2018
Q1 | $23K | Hold |
400
| – | – | 0.02% | 222 |
|
|
2017
Q4 | $21K | Hold |
400
| – | – | 0.01% | 231 |
|
|
2017
Q3 | $22K | Hold |
400
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $21K | Sell |
400
-1
| -0.2% | -$53 | 0.01% | 225 |
|
|
2017
Q1 | $22K | Buy |
401
+1
| +0.3% | +$55 | 0.02% | 220 |
|
|
2016
Q4 | $23K | Hold |
400
| – | – | 0.02% | 211 |
|
|
2016
Q3 | $21K | Hold |
400
| – | – | 0.02% | 212 |
|
|
2016
Q2 | $19K | Hold |
400
| – | – | 0.01% | 211 |
|
|
2016
Q1 | $12K | Sell |
400
-484
| -55% | -$14.5K | 0.01% | 241 |
|
|
2015
Q4 | $22K | Hold |
884
| – | – | 0.02% | 214 |
|
|
2015
Q3 | $28K | Hold |
884
| – | – | 0.02% | 195 |
|
|
2015
Q2 | $35K | Hold |
884
| – | – | 0.03% | 190 |
|
|
2015
Q1 | $43K | Hold |
884
| – | – | 0.04% | 177 |
|
|
2014
Q4 | $44K | Hold |
884
| – | – | 0.04% | 175 |
|
|
2014
Q3 | $58K | Hold |
884
| – | – | 0.05% | 162 |
|
|
2014
Q2 | $60K | Hold |
884
| – | – | 0.05% | 166 |
|
|
2014
Q1 | $52K | Buy |
+884
| New | +$52K | 0.05% | 178 |
|