Modern 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 | $996K | Buy |
12,196
+71
| +0.6% | +$5.8K | 0.02% | 364 |
|
|
2025
Q1 | $1.2M | Sell |
12,125
-298
| -2% | -$29.6K | 0.04% | 281 |
|
|
2024
Q4 | $1.25M | Buy |
12,423
+2,350
| +23% | +$236K | 0.05% | 231 |
|
|
2024
Q3 | $918K | Buy |
10,073
+246
| +3% | +$22.4K | 0.06% | 172 |
|
|
2024
Q2 | $801K | Buy |
9,827
+1,900
| +24% | +$155K | 0.06% | 160 |
|
|
2024
Q1 | $636K | Buy |
+7,927
| New | +$636K | 0.06% | 147 |
|