Newbridge Financial Services Group’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	–	Sell	-13	Closed	-$1.06K	–	1362
2025 Q2	$1.06K	Sell	13 -12,698	-100%	-$1.06M	﹤0.01%	1191
2025 Q1	$1.26M	Sell	12,711 -356	-3%	-$35.3K	0.31%	73
2024 Q4	$1.31M	Buy	+13,067	New	+$1.34M	0.34%	66
2024 Q3	–	Sell	-4,578	Closed	-$373K	–	967
2024 Q2	$373K	Buy	4,578 +2,252	+97%	+$180K	0.14%	122
2024 Q1	$186K	Sell	2,326 -263	-10%	-$19.2K	0.08%	198
2023 Q4	$182K	Sell	2,589 -242	-9%	-$16.2K	0.09%	199
2023 Q3	$180K	Buy	2,831 +901	+47%	+$58.8K	0.09%	200
2023 Q2	$119K	Buy	1,930 +135	+8%	+$8.35K	0.06%	276
2023 Q1	$114K	Hold	1,795	–	–	0.06%	298
2022 Q4	$118K	Sell	1,795 -2,937	-62%	-$180K	0.07%	269
2022 Q3	$242K	Buy	4,732 +4,114	+666%	+$245K	0.14%	160
2022 Q2	$34K	Sell	618 -1,273	-67%	-$82.5K	0.02%	494
2022 Q1	$134K	Sell	1,891 -787	-29%	-$50.4K	0.07%	256
2021 Q4	$157K	Buy	2,678 +1,838	+219%	+$114K	0.07%	231
2021 Q3	$49K	Sell	840 -75	-8%	-$4.03K	0.03%	420
2021 Q2	$51K	Buy	915 +875	+2,188%	+$46.6K	0.03%	440
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	1185
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	972
2020 Q3	$1K	Buy	+40	New	+$1.11K	﹤0.01%	991