Pinion 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
$1.01M Sell
12,382
-11,610
-48% -$948K 0.35% 52
2025
Q1
$2.38M Buy
23,992
+12,916
+117% +$1.28M 0.52% 33
2024
Q4
$1.11M Buy
11,076
+2,263
+26% +$227K 0.44% 39
2024
Q3
$803K Buy
8,813
+817
+10% +$74.5K 0.34% 60
2024
Q2
$652K Sell
7,996
-71
-0.9% -$5.79K 0.32% 58
2024
Q1
$647K Buy
8,067
+697
+9% +$55.9K 0.34% 58
2023
Q4
$518K Buy
7,370
+785
+12% +$55.1K 0.31% 71
2023
Q3
$418K Buy
6,585
+706
+12% +$44.8K 0.27% 94
2023
Q2
$363K Sell
5,879
-926
-14% -$57.2K 0.25% 103
2023
Q1
$432K Buy
6,805
+1,511
+29% +$95.9K 0.41% 66
2022
Q4
$348K Buy
+5,294
New +$348K 0.33% 83
2020
Q1
Sell
-5,593
Closed -$423K 110
2019
Q4
$423K Buy
5,593
+72
+1% +$5.45K 0.78% 58
2019
Q3
$407K Buy
5,521
+233
+4% +$17.2K 0.83% 58
2019
Q2
$364K Sell
5,288
-590
-10% -$40.6K 0.78% 64
2019
Q1
$411K Buy
5,878
+564
+11% +$39.4K 0.72% 66
2018
Q4
$287K Buy
5,314
+204
+4% +$11K 0.6% 88
2018
Q3
$346K Sell
5,110
-56
-1% -$3.79K 0.66% 73
2018
Q2
$361K Buy
+5,166
New +$361K 0.7% 64