Principia Wealth Advisory’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571 Sell
7
-4
-36% -$326 ﹤0.01% 704
2025
Q1
$933 Sell
11
-5
-31% -$424 ﹤0.01% 409
2024
Q4
$1.61K Buy
+16
New +$1.61K ﹤0.01% 276