SWM
Selective Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
6,988
-4,529
| -39% | -$368K | 0.21% | 53 |
|
|
2025
Q1 | $951K | Sell |
11,517
-2,725
| -19% | -$225K | 0.41% | 35 |
|
|
2024
Q4 | $1.51M | Buy |
14,242
+606
| +4% | +$64.3K | 0.61% | 24 |
|
|
2024
Q3 | $1.28M | Sell |
13,636
-2,708
| -17% | -$253K | 0.53% | 29 |
|
|
2024
Q2 | $1.35M | Sell |
16,344
-1,305
| -7% | -$108K | 0.59% | 27 |
|
|
2024
Q1 | $1.4M | Sell |
17,649
-344
| -2% | -$27.2K | 0.61% | 28 |
|
|
2023
Q4 | $1.28M | Sell |
17,993
-812
| -4% | -$57.5K | 0.64% | 27 |
|
|
2023
Q3 | $1.15M | Buy |
18,805
+3,788
| +25% | +$232K | 0.63% | 26 |
|
|
2023
Q2 | $937K | Buy |
+15,017
| New | +$937K | 0.47% | 32 |
|
|
2022
Q4 | $1.11M | Sell |
15,966
-15,753
| -50% | -$1.1M | 0.59% | 29 |
|
|
2022
Q3 | $1.63M | Buy |
31,719
+978
| +3% | +$50.1K | 0.7% | 28 |
|
|
2022
Q2 | $1.71M | Buy |
30,741
+19,520
| +174% | +$1.08M | 0.61% | 30 |
|
|
2022
Q1 | $793K | Buy |
+11,221
| New | +$793K | 0.29% | 44 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$2K | – | 418 |
|
|
2020
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 342 |
|