Morton Capital 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
$602K Sell
7,371
-9
-0.1% -$735 0.11% 63
2025
Q1
$732K Buy
7,380
+67
+0.9% +$6.65K 0.14% 53
2024
Q4
$734K Buy
7,313
+104
+1% +$10.4K 0.14% 53
2024
Q3
$657K Buy
7,209
+173
+2% +$15.8K 0.13% 55
2024
Q2
$574K Buy
7,036
+51
+0.7% +$4.16K 0.14% 56
2024
Q1
$560K Buy
6,985
+59
+0.9% +$4.73K 0.15% 58
2023
Q4
$486K Buy
6,926
+60
+0.9% +$4.21K 0.14% 60
2023
Q3
$436K Buy
+6,866
New +$436K 0.15% 57