SFMG Wealth 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 | $475K | Sell |
5,815
-1,648
| -22% | -$135K | 0.04% | 161 |
|
|
2025
Q1 | $741K | Buy |
7,463
+394
| +6% | +$39.1K | 0.06% | 117 |
|
|
2024
Q4 | $710K | Buy |
7,069
+11
| +0.2% | +$1.1K | 0.06% | 119 |
|
|
2024
Q3 | $643K | Buy |
7,058
+13
| +0.2% | +$1.19K | 0.05% | 122 |
|
|
2024
Q2 | $575K | Buy |
7,045
+13
| +0.2% | +$1.06K | 0.05% | 123 |
|
|
2024
Q1 | $564K | Buy |
7,032
+15
| +0.2% | +$1.2K | 0.05% | 131 |
|
|
2023
Q4 | $493K | Buy |
7,017
+1
| +0% | +$70 | 0.05% | 141 |
|
|
2023
Q3 | $445K | Buy |
7,016
+1,670
| +31% | +$106K | 0.05% | 140 |
|
|
2023
Q2 | $330K | Buy |
5,346
+1,676
| +46% | +$103K | 0.03% | 167 |
|
|
2023
Q1 | $233K | Sell |
3,670
-66
| -2% | -$4.19K | 0.03% | 212 |
|
|
2022
Q4 | $245K | Buy |
+3,736
| New | +$245K | 0.03% | 198 |
|
|
2022
Q3 | – | Sell |
-3,687
| Closed | -$205K | – | 266 |
|
|
2022
Q2 | $205K | Buy |
3,687
+20
| +0.5% | +$1.11K | 0.02% | 235 |
|
|
2022
Q1 | $259K | Sell |
3,667
-118
| -3% | -$8.33K | 0.03% | 224 |
|
|
2021
Q4 | $222K | Buy |
+3,785
| New | +$222K | 0.02% | 253 |
|
|
2021
Q2 | – | Sell |
-4,640
| Closed | -$235K | – | 267 |
|
|
2021
Q1 | $235K | Sell |
4,640
-703
| -13% | -$35.6K | 0.03% | 209 |
|
|
2020
Q4 | $205K | Buy |
+5,343
| New | +$205K | 0.03% | 209 |
|
|
2020
Q1 | – | Sell |
-2,656
| Closed | -$201K | – | 167 |
|
|
2019
Q4 | $201K | Buy |
+2,656
| New | +$201K | 0.02% | 159 |
|