Mount Yale Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
6,288
+2,781
| +79% | +$227K | 0.04% | 337 |
|
|
2025
Q1 | $348K | Buy |
+3,507
| New | +$348K | 0.03% | 397 |
|
|
2018
Q4 | – | Sell |
-1,287
| Closed | -$82K | – | 627 |
|
|
2018
Q3 | $82K | Buy |
1,287
+79
| +7% | +$5.03K | 0.01% | 504 |
|
|
2018
Q2 | $84K | Buy |
1,208
+5
| +0.4% | +$348 | 0.02% | 515 |
|
|
2018
Q1 | $68K | Buy |
+1,203
| New | +$68K | 0.01% | 557 |
|