Sovereign Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Hold |
95,849
| – | – | 2.15% | 14 |
|
|
2025
Q1 | $7.68M | Hold |
95,849
| – | – | 2.67% | 12 |
|
|
2024
Q4 | $9.62M | Hold |
95,849
| – | – | 2.86% | 10 |
|
|
2024
Q3 | $8.73M | Hold |
95,849
| – | – | 2.86% | 11 |
|
|
2024
Q2 | $6.73M | Hold |
95,849
| – | – | 2.51% | 15 |
|
|
2024
Q1 | $7.68M | Hold |
95,849
| – | – | 2.65% | 12 |
|
|
2023
Q4 | $6.73M | Sell |
95,849
-1
| -0% | -$70 | 2.51% | 15 |
|
|
2023
Q3 | $6.08M | Buy |
+95,850
| New | +$6.08M | 2.38% | 15 |
|