Mosaic Family Wealth Partners’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$797K Sell
2025
Q2
$984K Sell
2025
Q1
$1.24M Buy
2024
Q4
$1.24M Sell
2024
Q3
$1.14M Hold
2024
Q2
$1.02M Sell
2024
Q1
$1.02M Buy
2023
Q4
$887K Buy
2023
Q3
$800K Buy
2023
Q2
$291K Buy
2023
Q1
$298K Buy
2022
Q4
$307K Buy