OneDigital 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
$762K Sell
9,331
-504
-5% -$41.1K 0.01% 735
2025
Q1
$976K Buy
9,835
+1,549
+19% +$154K 0.01% 617
2024
Q4
$832K Sell
8,286
-79
-0.9% -$7.93K 0.01% 695
2024
Q3
$762K Buy
8,365
+455
+6% +$41.5K 0.01% 761
2024
Q2
$645K Buy
7,910
+869
+12% +$70.9K 0.01% 791
2024
Q1
$564K Buy
7,041
+736
+12% +$59K 0.01% 696
2023
Q4
$443K Sell
6,305
-6,893
-52% -$484K 0.01% 762
2023
Q3
$837K Buy
13,198
+2,570
+24% +$163K 0.02% 468
2023
Q2
$656K Buy
10,628
+25
+0.2% +$1.54K 0.01% 540
2023
Q1
$674K Buy
10,603
+125
+1% +$7.94K 0.02% 511
2022
Q4
$688K Buy
10,478
+3,553
+51% +$233K 0.02% 441
2022
Q3
$355K Hold
6,925
0.01% 553
2022
Q2
$384K Sell
6,925
-5,001
-42% -$277K 0.02% 497
2022
Q1
$842K Sell
11,926
-1,568
-12% -$111K 0.03% 312
2021
Q4
$793K Sell
13,494
-345
-2% -$20.3K 0.03% 316
2021
Q3
$802K Buy
13,839
+1,692
+14% +$98.1K 0.03% 310
2021
Q2
$676K Buy
12,147
+1,122
+10% +$62.4K 0.03% 333
2021
Q1
$559K Hold
11,025
0.03% 356
2020
Q4
$455K Sell
11,025
-9,787
-47% -$404K 0.02% 369
2020
Q3
$552K Buy
20,812
+1,300
+7% +$34.5K 0.04% 287
2020
Q2
$565K Buy
19,512
+6,280
+47% +$182K 0.04% 285
2020
Q1
$403K Buy
13,232
+3,570
+37% +$109K 0.04% 307
2019
Q4
$731K Sell
9,662
-394
-4% -$29.8K 0.06% 233
2019
Q3
$741K Buy
10,056
+8,236
+453% +$607K 0.07% 213
2019
Q2
$125K Sell
1,820
-9,852
-84% -$677K 0.01% 441
2019
Q1
$823K Buy
11,672
+8
+0.1% +$564 0.12% 127
2018
Q4
$630K Buy
11,664
+9
+0.1% +$486 0.11% 140
2018
Q3
$790K Buy
11,655
+7
+0.1% +$474 0.19% 76
2018
Q2
$813K Sell
11,648
-125
-1% -$8.73K 0.17% 85
2018
Q1
$670K Buy
11,773
+8
+0.1% +$455 0.15% 99
2017
Q4
$629K Buy
11,765
+10,196
+650% +$545K 0.07% 111
2017
Q3
$87K Sell
1,569
-1,131
-42% -$62.7K 0.03% 260
2017
Q2
$141K Buy
+2,700
New +$141K 0.04% 249