Principle Wealth Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,500
| Closed | -$351K | – | 346 |
|
|
2024
Q4 | $351K | Sell |
3,500
-153
| -4% | -$15.4K | 0.02% | 267 |
|
|
2024
Q3 | $333K | Hold |
3,653
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $298K | Hold |
3,653
| – | – | 0.02% | 277 |
|
|
2024
Q1 | $293K | Sell |
3,653
-235
| -6% | -$18.8K | 0.02% | 283 |
|
|
2023
Q4 | $273K | Sell |
3,888
-2,084
| -35% | -$146K | 0.02% | 283 |
|
|
2023
Q3 | $379K | Buy |
+5,972
| New | +$379K | 0.04% | 230 |
|
|
2022
Q2 | – | Sell |
-3,005
| Closed | -$212K | – | 320 |
|
|
2022
Q1 | $212K | Buy |
+3,005
| New | +$212K | 0.02% | 302 |
|
|
2020
Q3 | – | Sell |
-3,005
| Closed | -$100K | – | 342 |
|
|
2020
Q2 | $100K | Buy |
+3,005
| New | +$100K | 0.03% | 215 |
|