MLL
Moody Lynn & Lieberson’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Sell |
6,820
-82
| -1% | -$6.69K | 0.03% | 169 |
|
|
2025
Q1 | $685K | Hold |
6,902
| – | – | 0.04% | 145 |
|
|
2024
Q4 | $693K | Buy |
6,902
+62
| +0.9% | +$6.23K | 0.04% | 146 |
|
|
2024
Q3 | $623K | Buy |
6,840
+3,766
| +123% | +$343K | 0.04% | 158 |
|
|
2024
Q2 | $251K | Hold |
3,074
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $246K | Hold |
3,074
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $216K | Buy |
+3,074
| New | +$216K | 0.02% | 221 |
|
|
2022
Q3 | – | Sell |
-7,136
| Closed | -$396K | – | 228 |
|
|
2022
Q2 | $396K | Buy |
+7,136
| New | +$396K | 0.04% | 168 |
|
|
2020
Q1 | – | Sell |
-5,575
| Closed | -$422K | – | 190 |
|
|
2019
Q4 | $422K | Sell |
5,575
-5
| -0.1% | -$378 | 0.04% | 167 |
|
|
2019
Q3 | $411K | Buy |
+5,580
| New | +$411K | 0.05% | 150 |
|
|
2018
Q4 | – | Sell |
-3,200
| Closed | -$217K | – | 209 |
|
|
2018
Q3 | $217K | Buy |
+3,200
| New | +$217K | 0.02% | 198 |
|
|
2014
Q4 | – | Sell |
-3,200
| Closed | -$210K | – | 203 |
|
|
2014
Q3 | $210K | Hold |
3,200
| – | – | 0.03% | 181 |
|
|
2014
Q2 | $218K | Buy |
+3,200
| New | +$218K | 0.03% | 185 |
|