Safe Harbor Fiduciary’s Oneok OKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.71M	Sell	33,172 -3,518	-10%	-$287K	2.54%	8
2025 Q1	$3.64M	Sell	36,690 -175	-0.5%	-$17.4K	3.77%	4
2024 Q4	$3.7M	Sell	36,865 -1,921	-5%	-$193K	3.77%	5
2024 Q3	$3.53M	Buy	+38,786	New	+$3.53M	3.31%	6