Sequoia Financial 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 | $17.5M | Buy |
214,400
+2,439
| +1% | +$199K | 0.12% | 133 |
|
|
2025
Q1 | $21M | Buy |
211,961
+767
| +0.4% | +$76.1K | 0.16% | 118 |
|
|
2024
Q4 | $21.2M | Buy |
211,194
+7,013
| +3% | +$704K | 0.2% | 106 |
|
|
2024
Q3 | $18.6M | Buy |
204,181
+196,203
| +2,459% | +$17.9M | 0.2% | 100 |
|
|
2024
Q2 | $651K | Buy |
7,978
+537
| +7% | +$43.8K | 0.01% | 606 |
|
|
2024
Q1 | $597K | Sell |
7,441
-2,806
| -27% | -$225K | 0.01% | 623 |
|
|
2023
Q4 | $720K | Buy |
10,247
+4,777
| +87% | +$335K | 0.01% | 628 |
|
|
2023
Q3 | $347K | Buy |
5,470
+573
| +12% | +$36.3K | 0.01% | 631 |
|
|
2023
Q2 | $302K | Buy |
4,897
+847
| +21% | +$52.3K | 0.01% | 695 |
|
|
2023
Q1 | $257K | Sell |
4,050
-418
| -9% | -$26.6K | 0.01% | 675 |
|
|
2022
Q4 | $294K | Buy |
+4,468
| New | +$294K | 0.01% | 591 |
|
|
2022
Q2 | – | Sell |
-3,296
| Closed | -$233K | – | 658 |
|
|
2022
Q1 | $233K | Buy |
+3,296
| New | +$233K | 0.01% | 572 |
|
|
2017
Q4 | – | Sell |
-4,298
| Closed | -$238K | – | 315 |
|
|
2017
Q3 | $238K | Buy |
+4,298
| New | +$238K | 0.03% | 240 |
|
|
2014
Q3 | – | Sell |
-7,636
| Closed | -$520K | – | 176 |
|
|
2014
Q2 | $520K | Sell |
7,636
-4,136
| -35% | -$282K | 0.4% | 64 |
|
|
2014
Q1 | $697K | Sell |
11,772
-536
| -4% | -$31.7K | 0.58% | 43 |
|
|
2013
Q4 | $670K | Buy |
+12,308
| New | +$670K | 0.55% | 46 |
|