SWM
Segment Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
43,370
-875
| -2% | -$71.4K | 0.22% | 81 |
|
|
2025
Q1 | $4.39M | Buy |
44,245
+32,949
| +292% | +$3.27M | 0.3% | 75 |
|
|
2024
Q4 | $1.13M | Buy |
11,296
+145
| +1% | +$14.6K | 0.08% | 140 |
|
|
2024
Q3 | $1.02M | Buy |
11,151
+169
| +2% | +$15.4K | 0.07% | 145 |
|
|
2024
Q2 | $896K | Hold |
10,982
| – | – | 0.07% | 153 |
|
|
2024
Q1 | $880K | Buy |
10,982
+42
| +0.4% | +$3.37K | 0.07% | 150 |
|
|
2023
Q4 | $768K | Sell |
10,940
-300
| -3% | -$21.1K | 0.07% | 149 |
|
|
2023
Q3 | $713K | Buy |
+11,240
| New | +$713K | 0.07% | 138 |
|
|
2020
Q1 | – | Sell |
-6,745
| Closed | -$510K | – | 217 |
|
|
2019
Q4 | $510K | Sell |
6,745
-62
| -0.9% | -$4.69K | 0.09% | 149 |
|
|
2019
Q3 | $502K | Sell |
6,807
-4,487
| -40% | -$331K | 0.1% | 127 |
|
|
2019
Q2 | $777K | Buy |
11,294
+4
| +0% | +$275 | 0.16% | 106 |
|
|
2019
Q1 | $789K | Sell |
11,290
-32
| -0.3% | -$2.24K | 0.17% | 107 |
|
|
2018
Q4 | $611K | Sell |
11,322
-4,921
| -30% | -$266K | 0.15% | 106 |
|
|
2018
Q3 | $1.1M | Sell |
16,243
-1,998
| -11% | -$135K | 0.24% | 94 |
|
|
2018
Q2 | $1.27M | Sell |
18,241
-785
| -4% | -$54.8K | 0.3% | 91 |
|
|
2018
Q1 | $1.08M | Sell |
19,026
-746
| -4% | -$42.5K | 0.27% | 93 |
|
|
2017
Q4 | $1.06M | Buy |
19,772
+1,003
| +5% | +$53.6K | 0.26% | 95 |
|
|
2017
Q3 | $1.04M | Buy |
+18,769
| New | +$1.04M | 0.28% | 92 |
|
|
2014
Q4 | – | Sell |
-3,343
| Closed | -$219K | – | 171 |
|
|
2014
Q3 | $219K | Buy |
+3,343
| New | +$219K | 0.08% | 161 |
|