Modera Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
5,444
+1,729
| +47% | +$141K | 0.01% | 468 |
|
|
2025
Q1 | $369K | Sell |
3,715
-845
| -19% | -$83.8K | 0.01% | 477 |
|
|
2024
Q4 | $458K | Sell |
4,560
-123
| -3% | -$12.3K | 0.01% | 457 |
|
|
2024
Q3 | $427K | Buy |
4,683
+2
| +0% | +$182 | 0.01% | 433 |
|
|
2024
Q2 | $382K | Buy |
4,681
+4
| +0.1% | +$326 | 0.01% | 437 |
|
|
2024
Q1 | $375K | Buy |
+4,677
| New | +$375K | 0.01% | 437 |
|
|
2023
Q4 | – | Sell |
-3,949
| Closed | -$250K | – | 542 |
|
|
2023
Q3 | $250K | Buy |
+3,949
| New | +$250K | ﹤0.01% | 482 |
|
|
2022
Q1 | – | Sell |
-5,065
| Closed | -$297K | – | 518 |
|
|
2021
Q4 | $297K | Buy |
+5,065
| New | +$297K | 0.01% | 417 |
|
|
2020
Q1 | – | Sell |
-3,937
| Closed | -$298K | – | 159 |
|
|
2019
Q4 | $298K | Hold |
3,937
| – | – | 0.05% | 105 |
|
|
2019
Q3 | $290K | Sell |
3,937
-1,324
| -25% | -$97.5K | 0.05% | 105 |
|
|
2019
Q2 | $362K | Buy |
+5,261
| New | +$362K | 0.07% | 93 |
|