Quotient 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
Q2
$334K Sell
4,095
-137
-3% -$11.2K 0.01% 254
2025
Q1
$420K Buy
4,232
+52
+1% +$5.16K 0.01% 200
2024
Q4
$420K Sell
4,180
-14
-0.3% -$1.41K 0.01% 197
2024
Q3
$382K Sell
4,194
-632
-13% -$57.6K 0.01% 209
2024
Q2
$394K Sell
4,826
-3,749
-44% -$306K 0.01% 200
2024
Q1
$687K Sell
8,575
-5,723
-40% -$459K 0.02% 142
2023
Q4
$1M Buy
+14,298
New +$1M 0.04% 117