SWM
Silverlake Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
22,818
+338
| +2% | +$27.6K | 0.54% | 53 |
|
|
2025
Q1 | $2.23M | Sell |
22,480
-240
| -1% | -$23.8K | 0.84% | 27 |
|
|
2024
Q4 | $2.28M | Sell |
22,720
-148
| -0.6% | -$14.9K | 0.87% | 21 |
|
|
2024
Q3 | $2.08M | Sell |
22,868
-456
| -2% | -$41.6K | 0.79% | 26 |
|
|
2024
Q2 | $1.9M | Sell |
23,324
-1,285
| -5% | -$105K | 0.78% | 25 |
|
|
2024
Q1 | $1.97M | Sell |
24,609
-13
| -0.1% | -$1.04K | 1% | 20 |
|
|
2023
Q4 | $1.73M | Sell |
24,622
-869
| -3% | -$61K | 0.95% | 22 |
|
|
2023
Q3 | $1.62M | Buy |
25,491
+352
| +1% | +$22.3K | 0.91% | 25 |
|
|
2023
Q2 | $1.55M | Sell |
25,139
-183
| -0.7% | -$11.3K | 0.86% | 23 |
|
|
2023
Q1 | $1.61M | Sell |
25,322
-1,604
| -6% | -$102K | 0.98% | 23 |
|
|
2022
Q4 | $1.77M | Buy |
26,926
+2
| +0% | +$131 | 1.1% | 20 |
|
|
2022
Q3 | $1.38M | Buy |
26,924
+3
| +0% | +$154 | 0.93% | 23 |
|
|
2022
Q2 | $1.49M | Sell |
26,921
-815
| -3% | -$45.2K | 0.97% | 22 |
|
|
2022
Q1 | $1.96M | Sell |
27,736
-97
| -0.3% | -$6.85K | 1.12% | 15 |
|
|
2021
Q4 | $1.64M | Buy |
+27,833
| New | +$1.64M | 0.88% | 24 |
|