SAG
SageView Advisory Group’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,385
| Closed | -$217K | – | 602 |
|
|
2024
Q3 | $217K | Sell |
2,385
-1,026
| -30% | -$93.5K | 0.01% | 476 |
|
|
2024
Q2 | $278K | Buy |
+3,411
| New | +$278K | 0.01% | 456 |
|
|
2024
Q1 | – | Sell |
-5,104
| Closed | -$356K | – | 722 |
|
|
2023
Q4 | $356K | Sell |
5,104
-36,383
| -88% | -$2.54M | 0.02% | 462 |
|
|
2023
Q3 | $2.63M | Buy |
41,487
+5,222
| +14% | +$331K | 0.15% | 90 |
|
|
2023
Q2 | $2.24M | Buy |
36,265
+7
| +0% | +$432 | 0.12% | 109 |
|
|
2023
Q1 | $2.3M | Buy |
36,258
+13
| +0% | +$826 | 0.15% | 103 |
|
|
2022
Q4 | $2.38M | Buy |
+36,245
| New | +$2.38M | 0.19% | 84 |
|