PCG Wealth 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 | $297K | Hold |
3,639
| – | – | 0.15% | 71 |
|
2025
Q1 | $361K | Sell |
3,639
-100
| -3% | -$9.92K | 0.13% | 102 |
|
2024
Q4 | $375K | Sell |
3,739
-110
| -3% | -$11K | 0.14% | 98 |
|
2024
Q3 | $351K | Sell |
3,849
-100
| -3% | -$9.11K | 0.14% | 91 |
|
2024
Q2 | $322K | Buy |
3,949
+100
| +3% | +$8.16K | 0.14% | 90 |
|
2024
Q1 | $309K | Sell |
3,849
-190
| -5% | -$15.2K | 0.15% | 86 |
|
2023
Q4 | $284K | Hold |
4,039
| – | – | 0.16% | 83 |
|
2023
Q3 | $256K | Buy |
+4,039
| New | +$256K | 0.17% | 81 |
|