Sovereign Financial Group’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,650
Closed -$266K 292
2024
Q4
$266K Sell
2,650
-83
-3% -$8.33K 0.06% 245
2024
Q3
$249K Buy
2,733
+17
+0.6% +$1.55K 0.06% 248
2024
Q2
$221K Buy
2,716
+2
+0.1% +$163 0.06% 253
2024
Q1
$218K Buy
+2,714
New +$218K 0.06% 262