Perissos Private 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
$996K Buy
12,204
+64
+0.5% +$5.22K 0.79% 37
2025
Q1
$1.2M Buy
12,140
+11
+0.1% +$1.09K 1.1% 33
2024
Q4
$1.22M Buy
12,129
+156
+1% +$15.7K 0.91% 39
2024
Q3
$1.09M Sell
11,973
-529
-4% -$48.2K 0.88% 38
2024
Q2
$1.02M Buy
12,502
+69
+0.6% +$5.63K 0.91% 33
2024
Q1
$997K Buy
+12,433
New +$997K 0.9% 37