Perigon Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
11,897
+371
| +3% | +$30.3K | 0.02% | 475 |
|
|
2025
Q1 | $1.14M | Buy |
11,526
+11
| +0.1% | +$1.09K | 0.03% | 422 |
|
|
2024
Q4 | $1.25M | Buy |
11,515
+395
| +4% | +$42.9K | 0.03% | 394 |
|
|
2024
Q3 | $1.01M | Buy |
11,120
+84
| +0.8% | +$7.66K | 0.03% | 426 |
|
|
2024
Q2 | $900K | Buy |
11,036
+97
| +0.9% | +$7.91K | 0.03% | 395 |
|
|
2024
Q1 | $877K | Buy |
10,939
+201
| +2% | +$16.1K | 0.03% | 401 |
|
|
2023
Q4 | $754K | Sell |
10,738
-5,560
| -34% | -$390K | 0.02% | 406 |
|
|
2023
Q3 | $1.03M | Buy |
16,298
+12,191
| +297% | +$773K | 0.04% | 301 |
|
|
2023
Q2 | $253K | Buy |
+4,107
| New | +$253K | 0.01% | 668 |
|