Sage 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 | $4.34M | Buy |
53,147
+692
| +1% | +$56.5K | 3.1% | 10 |
|
2025
Q1 | $5.2M | Sell |
52,455
-4,284
| -8% | -$425K | 3.66% | 8 |
|
2024
Q4 | $5.7M | Sell |
56,739
-278
| -0.5% | -$27.9K | 4.26% | 8 |
|
2024
Q3 | $5.2M | Buy |
57,017
+6,654
| +13% | +$606K | 4.09% | 7 |
|
2024
Q2 | $4.11M | Buy |
50,363
+3,303
| +7% | +$269K | 3.34% | 8 |
|
2024
Q1 | $3.77M | Buy |
47,060
+5,861
| +14% | +$470K | 3.36% | 8 |
|
2023
Q4 | $2.89M | Buy |
+41,199
| New | +$2.89M | 2.87% | 10 |
|