Mosaic Financial Group’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
8,342
| – | – | 0.52% | 45 |
|
|
2025
Q1 | $828K | Sell |
8,342
-532
| -6% | -$52.8K | 0.67% | 37 |
|
|
2024
Q4 | $891K | Sell |
8,874
-1,000
| -10% | -$100K | 0.64% | 41 |
|
|
2024
Q3 | $900K | Buy |
9,874
+3,227
| +49% | +$294K | 0.64% | 42 |
|
|
2024
Q2 | $542K | Hold |
6,647
| – | – | 0.39% | 57 |
|
|
2024
Q1 | $533K | Buy |
+6,647
| New | +$533K | 0.43% | 51 |
|