Reilly Financial Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $43K | Buy |
735
+555
| +308% | +$32.5K | ﹤0.01% | 429 |
|
|
2021
Q3 | $10K | Hold |
180
| – | – | ﹤0.01% | 665 |
|
|
2021
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 704 |
|
|
2021
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 674 |
|
|
2020
Q3 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 670 |
|
|
2020
Q1 | – | Sell |
-497
| Closed | -$38K | – | 925 |
|
|
2019
Q4 | $38K | Hold |
497
| – | – | ﹤0.01% | 380 |
|
|
2019
Q3 | $37K | Hold |
497
| – | – | ﹤0.01% | 390 |
|
|
2019
Q2 | $34K | Hold |
497
| – | – | ﹤0.01% | 432 |
|
|
2019
Q1 | $35K | Hold |
497
| – | – | ﹤0.01% | 415 |
|
|
2018
Q4 | $27K | Buy |
497
+292
| +142% | +$15.9K | ﹤0.01% | 432 |
|
|
2018
Q3 | $14K | Hold |
205
| – | – | ﹤0.01% | 629 |
|
|
2018
Q2 | $14K | Hold |
205
| – | – | ﹤0.01% | 594 |
|
|
2018
Q1 | $12K | Buy |
+205
| New | +$12K | ﹤0.01% | 610 |
|
|
2013
Q4 | – | Sell |
-685
| Closed | -$32K | – | 856 |
|
|
2013
Q3 | $32K | Buy |
+685
| New | +$32K | 0.01% | 282 |
|