RSWM
Robertson Stephens Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
3,892
-191
| -5% | -$15.6K | 0.01% | 444 |
|
|
2025
Q1 | $405K | Buy |
+4,083
| New | +$405K | 0.01% | 391 |
|
|
2024
Q4 | – | Sell |
-6,159
| Closed | -$561K | – | 615 |
|
|
2024
Q3 | $561K | Sell |
6,159
-202
| -3% | -$18.4K | 0.02% | 385 |
|
|
2024
Q2 | $519K | Sell |
6,361
-2,209
| -26% | -$180K | 0.03% | 327 |
|
|
2024
Q1 | $687K | Buy |
8,570
+77
| +0.9% | +$6.17K | 0.04% | 288 |
|
|
2023
Q4 | $596K | Sell |
8,493
-2,024
| -19% | -$142K | 0.04% | 282 |
|
|
2023
Q3 | $667K | Buy |
+10,517
| New | +$667K | 0.05% | 258 |
|