Plante Moran Financial 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 | $157K | Sell |
1,921
-981
| -34% | -$80.1K | 0.01% | 184 |
|
|
2025
Q1 | $288K | Buy |
2,902
+920
| +46% | +$91.3K | 0.02% | 123 |
|
|
2024
Q4 | $199K | Buy |
1,982
+114
| +6% | +$11.4K | 0.02% | 172 |
|
|
2024
Q3 | $170K | Buy |
1,868
+7
| +0.4% | +$638 | 0.01% | 200 |
|
|
2024
Q2 | $152K | Hold |
1,861
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $149K | Sell |
1,861
-100
| -5% | -$8.02K | 0.02% | 201 |
|
|
2023
Q4 | $138K | Hold |
1,961
| – | – | 0.01% | 214 |
|
|
2023
Q3 | $124K | Hold |
1,961
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $121K | Hold |
1,961
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $125K | Buy |
1,961
+25
| +1% | +$1.59K | 0.02% | 201 |
|
|
2022
Q4 | $127K | Buy |
1,936
+26
| +1% | +$1.71K | 0.02% | 202 |
|
|
2022
Q3 | $98K | Buy |
1,910
+26
| +1% | +$1.33K | 0.02% | 214 |
|
|
2022
Q2 | $105K | Buy |
1,884
+25
| +1% | +$1.39K | 0.02% | 207 |
|
|
2022
Q1 | $131K | Sell |
1,859
-50
| -3% | -$3.52K | 0.02% | 204 |
|
|
2021
Q4 | $112K | Buy |
1,909
+92
| +5% | +$5.4K | 0.02% | 234 |
|
|
2021
Q3 | $105K | Buy |
1,817
+31
| +2% | +$1.79K | 0.02% | 266 |
|
|
2021
Q2 | $99K | Buy |
1,786
+28
| +2% | +$1.55K | 0.02% | 248 |
|
|
2021
Q1 | $89K | Buy |
1,758
+935
| +114% | +$47.3K | 0.02% | 263 |
|
|
2020
Q4 | $32K | Buy |
823
+23
| +3% | +$894 | 0.01% | 435 |
|
|
2020
Q3 | $21K | Hold |
800
| – | – | 0.01% | 488 |
|
|
2020
Q2 | $27K | Hold |
800
| – | – | 0.01% | 379 |
|
|
2020
Q1 | $17K | Sell |
800
-29
| -3% | -$616 | 0.01% | 414 |
|
|
2019
Q4 | $63K | Hold |
829
| – | – | 0.02% | 288 |
|
|
2019
Q3 | $61K | Hold |
829
| – | – | 0.02% | 312 |
|
|
2019
Q2 | $57K | Buy |
829
+29
| +4% | +$1.99K | 0.02% | 310 |
|
|
2019
Q1 | $56K | Buy |
+800
| New | +$56K | 0.02% | 309 |
|
|
2017
Q1 | – | Sell |
-12
| Closed | -$1K | – | 983 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 924 |
|