Shepherd Financial Partners’s Oneok OKE Stock Holding History

Shepherd Financial Partners’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$314K	Buy
2025 Q2	$349K	Buy
2025 Q1	$217K	Buy
2024 Q4	$219K	Buy
2020 Q1	–	Sell
2019 Q4	$790K	Buy
2019 Q3	$769K	Buy