Sage Mountain 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 | $577K | Sell |
7,074
-179
| -2% | -$14.6K | 0.04% | 221 |
|
|
2025
Q1 | $720K | Sell |
7,253
-2,223
| -23% | -$221K | 0.05% | 167 |
|
|
2024
Q4 | $951K | Buy |
9,476
+490
| +5% | +$49.2K | 0.07% | 125 |
|
|
2024
Q3 | $819K | Buy |
8,986
+402
| +5% | +$36.6K | 0.07% | 133 |
|
|
2024
Q2 | $700K | Buy |
8,584
+391
| +5% | +$31.9K | 0.06% | 133 |
|
|
2024
Q1 | $657K | Sell |
8,193
-329
| -4% | -$26.4K | 0.07% | 126 |
|
|
2023
Q4 | $598K | Buy |
8,522
+59
| +0.7% | +$4.14K | 0.07% | 117 |
|
|
2023
Q3 | $537K | Buy |
+8,463
| New | +$537K | 0.07% | 111 |
|
|
2022
Q1 | – | Sell |
-3,956
| Closed | -$232K | – | 676 |
|
|
2021
Q4 | $232K | Hold |
3,956
| – | – | 0.03% | 490 |
|
|
2021
Q3 | $229K | Buy |
3,956
+71
| +2% | +$4.11K | 0.03% | 410 |
|
|
2021
Q2 | $216K | Buy |
+3,885
| New | +$216K | 0.04% | 377 |
|