Private Wealth Advisors (California)’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
3,497
+42
| +1% | +$3.43K | 0.1% | 71 |
|
|
2025
Q1 | $343K | Buy |
3,455
+36
| +1% | +$3.57K | 0.12% | 70 |
|
|
2024
Q4 | $343K | Buy |
3,419
+31
| +0.9% | +$3.11K | 0.13% | 67 |
|
|
2024
Q3 | $313K | Buy |
3,388
+38
| +1% | +$3.51K | 0.12% | 65 |
|
|
2024
Q2 | $274K | Buy |
3,350
+40
| +1% | +$3.27K | 0.11% | 65 |
|
|
2024
Q1 | $265K | Sell |
3,310
-40
| -1% | -$3.21K | 0.11% | 67 |
|
|
2023
Q4 | $235K | Sell |
3,350
-2,123
| -39% | -$149K | 0.09% | 63 |
|
|
2023
Q3 | $347K | Sell |
5,473
-64
| -1% | -$4.06K | 0.15% | 58 |
|
|
2023
Q2 | $342K | Sell |
5,537
-126
| -2% | -$7.78K | 0.14% | 62 |
|
|
2023
Q1 | $360K | Sell |
5,663
-344
| -6% | -$21.9K | 0.15% | 60 |
|
|
2022
Q4 | $395K | Buy |
6,007
+85
| +1% | +$5.59K | 0.13% | 59 |
|
|
2022
Q3 | $303K | Buy |
5,922
+86
| +1% | +$4.4K | 0.14% | 58 |
|
|
2022
Q2 | $379K | Buy |
5,836
+82
| +1% | +$5.33K | 0.14% | 58 |
|
|
2022
Q1 | $406K | Buy |
5,754
+8
| +0.1% | +$564 | 0.13% | 62 |
|
|
2021
Q4 | $338K | Sell |
5,746
-75
| -1% | -$4.41K | 0.07% | 63 |
|
|
2021
Q3 | $364K | Buy |
5,821
+186
| +3% | +$11.6K | 0.09% | 73 |
|
|
2021
Q2 | $314K | Sell |
5,635
-85
| -1% | -$4.74K | 0.1% | 73 |
|
|
2021
Q1 | $290K | Buy |
5,720
+365
| +7% | +$18.5K | 0.1% | 71 |
|
|
2020
Q4 | $234K | Buy |
+5,355
| New | +$234K | 0.08% | 68 |
|
|
2020
Q1 | – | Sell |
-4,924
| Closed | -$373K | – | 66 |
|
|
2019
Q4 | $373K | Buy |
4,924
+46
| +0.9% | +$3.49K | 0.21% | 60 |
|
|
2019
Q3 | $359K | Buy |
4,878
+216
| +5% | +$15.9K | 0.23% | 47 |
|
|
2019
Q2 | $326K | Hold |
4,662
| – | – | 0.22% | 47 |
|
|
2019
Q1 | $326K | Buy |
4,662
+35
| +0.8% | +$2.45K | 0.22% | 47 |
|
|
2018
Q4 | $250K | Buy |
+4,627
| New | +$250K | 0.2% | 51 |
|