Naples Global 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 | $224K | Sell |
2,746
-633
| -19% | -$51.7K | 0.02% | 399 |
|
2025
Q1 | $335K | Hold |
3,379
| – | – | 0.03% | 341 |
|
2024
Q4 | $339K | Sell |
3,379
-683
| -17% | -$68.6K | 0.03% | 337 |
|
2024
Q3 | $370K | Hold |
4,062
| – | – | 0.03% | 328 |
|
2024
Q2 | $331K | Hold |
4,062
| – | – | 0.03% | 329 |
|
2024
Q1 | $326K | Hold |
4,062
| – | – | 0.03% | 339 |
|
2023
Q4 | $285K | Buy |
4,062
+384
| +10% | +$27K | 0.03% | 351 |
|
2023
Q3 | $233K | Buy |
+3,678
| New | +$233K | 0.03% | 366 |
|