Shepherd Financial Partners’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
4,274
+2,090
| +96% | +$171K | 0.04% | 185 |
|
|
2025
Q1 | $217K | Buy |
2,184
+6
| +0.3% | +$595 | 0.03% | 223 |
|
|
2024
Q4 | $219K | Buy |
+2,178
| New | +$219K | 0.03% | 208 |
|
|
2020
Q1 | – | Sell |
-10,446
| Closed | -$790K | – | 130 |
|
|
2019
Q4 | $790K | Buy |
10,446
+5
| +0% | +$378 | 0.18% | 78 |
|
|
2019
Q3 | $769K | Buy |
+10,441
| New | +$769K | 0.19% | 73 |
|