Mark Sheptoff Financial Planning’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 | $101K | Hold |
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|
2025
Q2 | $113K | Hold |
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|
2025
Q1 | $138K | Hold |
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|
2024
Q4 | $139K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $97.5K | Hold |
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|
2023
Q3 | $88K | Hold |
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|
2023
Q2 | $85.7K | Hold |
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|
2023
Q1 | $88.2K | Hold |
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|
2022
Q4 | $91.2K | Hold |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $77K | Buy |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $9K | Sell |
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|
2019
Q4 | $45K | Hold |
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|
2019
Q3 | $43K | Sell |
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|
2019
Q2 | $67K | Hold |
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|
2019
Q1 | $68K | Hold |
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|
2018
Q4 | $52K | Hold |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $22K | Hold |
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|
2017
Q2 | $21K | Sell |
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|
2017
Q1 | $22K | Buy |
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|
2016
Q4 | $23K | Hold |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $12K | Sell |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $28K | Hold |
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|
2015
Q2 | $35K | Hold |
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|
2015
Q1 | $43K | Hold |
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|
2014
Q4 | $44K | Hold |
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|
2014
Q3 | $58K | Hold |
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|
2014
Q2 | $60K | Hold |
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|
2014
Q1 | $52K | Buy |
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