Private Advisory Group’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,979
| Closed | -$990K | – | 235 |
|
|
2025
Q1 | $990K | Buy |
9,979
+269
| +3% | +$26.7K | 0.11% | 110 |
|
|
2024
Q4 | $975K | Buy |
9,710
+350
| +4% | +$35.1K | 0.11% | 117 |
|
|
2024
Q3 | $853K | Sell |
9,360
-903
| -9% | -$82.3K | 0.1% | 132 |
|
|
2024
Q2 | $837K | Buy |
+10,263
| New | +$837K | 0.11% | 116 |
|
|
2018
Q4 | – | Sell |
-6,798
| Closed | -$456K | – | 143 |
|
|
2018
Q3 | $456K | Buy |
+6,798
| New | +$456K | 0.23% | 91 |
|
|
2017
Q2 | – | Sell |
-3,669
| Closed | -$203K | – | 142 |
|
|
2017
Q1 | $203K | Sell |
3,669
-2,343
| -39% | -$130K | 0.14% | 134 |
|
|
2016
Q4 | $345K | Buy |
+6,012
| New | +$345K | 0.24% | 86 |
|