Realta Investment Advisors’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,349
Closed -$518K 637
2024
Q2
$518K Sell
6,349
-75
-1% -$6.12K 0.1% 218
2024
Q1
$515K Sell
6,424
-46
-0.7% -$3.69K 0.11% 229
2023
Q4
$454K Buy
6,470
+1,480
+30% +$104K 0.1% 237
2023
Q3
$308K Hold
4,990
0.07% 288
2023
Q2
$308K Buy
4,990
+970
+24% +$59.9K 0.07% 293
2023
Q1
$255K Buy
4,020
+465
+13% +$29.5K 0.06% 323
2022
Q4
$234K Buy
+3,555
New +$234K 0.06% 358
2022
Q2
Sell
-3,044
Closed -$215K 424
2022
Q1
$215K Buy
+3,044
New +$215K 0.04% 379
2020
Q1
Sell
-2,973
Closed -$211K 1041
2019
Q4
$211K Buy
2,973
+907
+44% +$64.4K 0.06% 330
2019
Q3
$152K Buy
2,066
+122
+6% +$8.98K 0.04% 393
2019
Q2
$134K Buy
1,944
+690
+55% +$47.6K 0.04% 426
2019
Q1
$87K Buy
+1,254
New +$87K 0.04% 420