Regent Peak Wealth Advisors’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$203K Sell
2,050
-14
-0.7% -$1.39K 0.05% 168
2024
Q4
$207K Buy
+2,064
New +$207K 0.05% 163
2021
Q1
Sell
-1,718
Closed -$66K 714
2020
Q4
$66K Buy
+1,718
New +$66K 0.02% 265