Private Wealth Advisors (California)’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $259K | Buy |
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|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $364K | Buy |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $326K | Hold |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $250K | Buy |
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