Moneta Group Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
43,390
-758
| -2% | -$61.9K | 0.04% | 162 |
|
|
2025
Q1 | $4.38M | Buy |
44,148
+1,338
| +3% | +$133K | 0.06% | 138 |
|
|
2024
Q4 | $4.3M | Sell |
42,810
-1,322
| -3% | -$133K | 0.06% | 141 |
|
|
2024
Q3 | $4.02M | Buy |
44,132
+56
| +0.1% | +$5.1K | 0.06% | 142 |
|
|
2024
Q2 | $3.59M | Buy |
44,076
+2,313
| +6% | +$189K | 0.06% | 144 |
|
|
2024
Q1 | $3.35M | Sell |
41,763
-12,476
| -23% | -$1M | 0.05% | 147 |
|
|
2023
Q4 | $3.81M | Buy |
54,239
+1,458
| +3% | +$102K | 0.08% | 133 |
|
|
2023
Q3 | $3.35M | Buy |
52,781
+30,779
| +140% | +$1.95M | 0.08% | 127 |
|
|
2023
Q2 | $1.36M | Buy |
22,002
+749
| +4% | +$46.2K | 0.03% | 200 |
|
|
2023
Q1 | $1.35M | Buy |
21,253
+907
| +4% | +$57.6K | 0.03% | 190 |
|
|
2022
Q4 | $1.39M | Buy |
20,346
+1,259
| +7% | +$86.2K | 0.04% | 181 |
|
|
2022
Q3 | $978K | Sell |
19,087
-1,273
| -6% | -$65.2K | 0.04% | 189 |
|
|
2022
Q2 | $1.13M | Buy |
20,360
+1,827
| +10% | +$101K | 0.04% | 191 |
|
|
2022
Q1 | $1.31M | Sell |
18,533
-17
| -0.1% | -$1.2K | 0.05% | 168 |
|
|
2021
Q4 | $1.09M | Buy |
18,550
+133
| +0.7% | +$7.82K | 0.04% | 192 |
|
|
2021
Q3 | $1.07M | Buy |
18,417
+408
| +2% | +$23.7K | 0.05% | 189 |
|
|
2021
Q2 | $1M | Sell |
18,009
-961
| -5% | -$53.5K | 0.05% | 199 |
|
|
2021
Q1 | $961K | Buy |
18,970
+705
| +4% | +$35.7K | 0.05% | 185 |
|
|
2020
Q4 | $701K | Buy |
18,265
+4,947
| +37% | +$190K | 0.05% | 167 |
|
|
2020
Q3 | $346K | Buy |
+13,318
| New | +$346K | 0.03% | 208 |
|
|
2018
Q4 | – | Sell |
-3,106
| Closed | -$211K | – | 237 |
|
|
2018
Q3 | $211K | Buy |
+3,106
| New | +$211K | 0.02% | 217 |
|
|
2018
Q2 | – | Sell |
-2,540
| Closed | -$145K | – | 564 |
|
|
2018
Q1 | $145K | Hold |
2,540
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $136K | Sell |
2,540
-2,389
| -48% | -$128K | 0.02% | 218 |
|
|
2017
Q3 | $273K | Buy |
+4,929
| New | +$273K | 0.04% | 164 |
|