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 |
|