SVWAG
Sound View Wealth Advisors Group’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
8,925
-856
| -9% | -$69.9K | 0.05% | 222 |
|
|
2025
Q1 | $970K | Sell |
9,781
-100
| -1% | -$9.92K | 0.08% | 179 |
|
|
2024
Q4 | $992K | Sell |
9,881
-149
| -1% | -$15K | 0.08% | 178 |
|
|
2024
Q3 | $914K | Buy |
10,030
+4,567
| +84% | +$416K | 0.07% | 189 |
|
|
2024
Q2 | $446K | Buy |
5,463
+425
| +8% | +$34.7K | 0.05% | 246 |
|
|
2024
Q1 | $404K | Sell |
5,038
-1,959
| -28% | -$157K | 0.04% | 263 |
|
|
2023
Q4 | $491K | Buy |
6,997
+343
| +5% | +$24.1K | 0.05% | 236 |
|
|
2023
Q3 | $422K | Buy |
+6,654
| New | +$422K | 0.05% | 243 |
|
|
2023
Q1 | – | Sell |
-6,997
| Closed | -$491K | – | 404 |
|
|
2022
Q4 | $491K | Buy |
+6,997
| New | +$491K | 0.05% | 236 |
|
|
2020
Q1 | – | Sell |
-3,185
| Closed | -$241K | – | 229 |
|
|
2019
Q4 | $241K | Sell |
3,185
-46
| -1% | -$3.48K | 0.07% | 216 |
|
|
2019
Q3 | $238K | Sell |
3,231
-382
| -11% | -$28.1K | 0.07% | 220 |
|
|
2019
Q2 | $249K | Buy |
+3,613
| New | +$249K | 0.07% | 221 |
|