Mosaic Family Wealth Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
12,054
-438
| -4% | -$35.8K | 0.13% | 83 |
|
|
2025
Q1 | $1.24M | Buy |
12,492
+178
| +1% | +$17.7K | 0.18% | 64 |
|
|
2024
Q4 | $1.24M | Sell |
12,314
-214
| -2% | -$21.5K | 0.18% | 60 |
|
|
2024
Q3 | $1.14M | Hold |
12,528
| – | – | 0.17% | 68 |
|
|
2024
Q2 | $1.02M | Sell |
12,528
-137
| -1% | -$11.2K | 0.16% | 71 |
|
|
2024
Q1 | $1.02M | Buy |
12,665
+26
| +0.2% | +$2.08K | 0.17% | 70 |
|
|
2023
Q4 | $887K | Buy |
12,639
+27
| +0.2% | +$1.9K | 0.15% | 79 |
|
|
2023
Q3 | $800K | Buy |
12,612
+7,896
| +167% | +$501K | 0.16% | 81 |
|
|
2023
Q2 | $291K | Buy |
4,716
+21
| +0.4% | +$1.3K | 0.06% | 146 |
|
|
2023
Q1 | $298K | Buy |
4,695
+24
| +0.5% | +$1.53K | 0.06% | 139 |
|
|
2022
Q4 | $307K | Buy |
+4,671
| New | +$307K | 0.09% | 136 |
|