Patriot Financial Group Insurance Agency’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
2,521
+60
| +2% | +$4.9K | 0.02% | 488 |
|
|
2025
Q1 | $244K | Buy |
2,461
+345
| +16% | +$34.2K | 0.03% | 417 |
|
|
2024
Q4 | $212K | Buy |
+2,116
| New | +$212K | 0.03% | 435 |
|
|
2022
Q3 | – | Sell |
-2,968
| Closed | -$165K | – | 1449 |
|
|
2022
Q2 | $165K | Sell |
2,968
-458
| -13% | -$25.5K | 0.03% | 419 |
|
|
2022
Q1 | $242K | Sell |
3,426
-109
| -3% | -$7.7K | 0.04% | 378 |
|
|
2021
Q4 | $208K | Buy |
3,535
+126
| +4% | +$7.41K | 0.03% | 433 |
|
|
2021
Q3 | $198K | Buy |
3,409
+22
| +0.6% | +$1.28K | 0.04% | 452 |
|
|
2021
Q2 | $188K | Buy |
3,387
+20
| +0.6% | +$1.11K | 0.03% | 445 |
|
|
2021
Q1 | $171K | Buy |
3,367
+1,785
| +113% | +$90.7K | 0.04% | 425 |
|
|
2020
Q4 | $61K | Buy |
1,582
+10
| +0.6% | +$386 | 0.02% | 631 |
|
|
2020
Q3 | $41K | Buy |
1,572
+810
| +106% | +$21.1K | 0.01% | 588 |
|
|
2020
Q2 | $25K | Buy |
762
+9
| +1% | +$295 | 0.01% | 689 |
|
|
2020
Q1 | $16K | Sell |
753
-3
| -0.4% | -$64 | 0.01% | 721 |
|
|
2019
Q4 | $57K | Buy |
756
+4
| +0.5% | +$302 | 0.02% | 455 |
|
|
2019
Q3 | $55K | Hold |
752
| – | – | 0.02% | 432 |
|
|
2019
Q2 | $52K | Hold |
752
| – | – | 0.02% | 429 |
|
|
2019
Q1 | $52K | Hold |
752
| – | – | 0.03% | 377 |
|
|
2018
Q4 | $41K | Buy |
752
+128
| +21% | +$6.98K | 0.03% | 357 |
|
|
2018
Q3 | $42K | Buy |
624
+600
| +2,500% | +$40.4K | 0.03% | 336 |
|
|
2018
Q2 | $2K | Sell |
24
-60
| -71% | -$5K | ﹤0.01% | 544 |
|
|
2018
Q1 | $5K | Buy |
84
+1
| +1% | +$60 | ﹤0.01% | 740 |
|
|
2017
Q4 | $5K | Sell |
83
-16
| -16% | -$964 | ﹤0.01% | 726 |
|
|
2017
Q3 | $6K | Hold |
99
| – | – | 0.01% | 669 |
|
|
2017
Q2 | $5K | Sell |
99
-31
| -24% | -$1.57K | 0.01% | 684 |
|
|
2017
Q1 | $7K | Hold |
130
| – | – | 0.01% | 566 |
|
|
2016
Q4 | $7K | Buy |
+130
| New | +$7K | 0.01% | 523 |
|