Regal Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
3,657
-344
| -9% | -$28.1K | 0.02% | 425 |
|
|
2025
Q1 | $397K | Sell |
4,001
-203
| -5% | -$20.1K | 0.03% | 358 |
|
|
2024
Q4 | $422K | Sell |
4,204
-19
| -0.4% | -$1.91K | 0.03% | 354 |
|
|
2024
Q3 | $385K | Sell |
4,223
-227
| -5% | -$20.7K | 0.03% | 394 |
|
|
2024
Q2 | $363K | Buy |
4,450
+16
| +0.4% | +$1.31K | 0.02% | 416 |
|
|
2024
Q1 | $355K | Buy |
4,434
+619
| +16% | +$49.6K | 0.02% | 425 |
|
|
2023
Q4 | $268K | Sell |
3,815
-816
| -18% | -$57.3K | 0.02% | 443 |
|
|
2023
Q3 | $294K | Buy |
4,631
+159
| +4% | +$10.1K | 0.02% | 395 |
|
|
2023
Q2 | $276K | Buy |
4,472
+705
| +19% | +$43.5K | 0.02% | 411 |
|
|
2023
Q1 | $239K | Buy |
3,767
+336
| +10% | +$21.4K | 0.02% | 445 |
|
|
2022
Q4 | $225K | Buy |
+3,431
| New | +$225K | 0.02% | 431 |
|
|
2022
Q2 | – | Sell |
-3,981
| Closed | -$281K | – | 538 |
|
|
2022
Q1 | $281K | Hold |
3,981
| – | – | 0.03% | 427 |
|
|
2021
Q4 | $234K | Hold |
3,981
| – | – | 0.02% | 490 |
|
|
2021
Q3 | $231K | Buy |
+3,981
| New | +$231K | 0.02% | 479 |
|
|
2020
Q1 | – | Sell |
-3,513
| Closed | -$266K | – | 216 |
|
|
2019
Q4 | $266K | Sell |
3,513
-2,087
| -37% | -$158K | 0.05% | 277 |
|
|
2019
Q3 | $413K | Buy |
5,600
+2,014
| +56% | +$149K | 0.08% | 207 |
|
|
2019
Q2 | $247K | Buy |
+3,586
| New | +$247K | 0.05% | 276 |
|
|
2014
Q4 | – | Sell |
-280
| Closed | -$18K | – | 980 |
|
|
2014
Q3 | $18K | Sell |
280
-46
| -14% | -$2.96K | 0.01% | 574 |
|
|
2014
Q2 | $22K | Buy |
326
+46
| +16% | +$3.1K | 0.01% | 528 |
|
|
2014
Q1 | $17K | Sell |
280
-40
| -13% | -$2.43K | 0.01% | 549 |
|
|
2013
Q4 | $17K | Hold |
320
| – | – | 0.01% | 494 |
|
|
2013
Q3 | $15K | Hold |
320
| – | – | 0.01% | 523 |
|
|
2013
Q2 | $12K | Buy |
+320
| New | +$12K | 0.01% | 553 |
|