SWM

Stockman Wealth Management’s Oneok OKE Stock Holding History

Stockman Wealth Management’s Portfolio OKE Stock Details OKE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$873K	Hold	10,700	–	–	0.12%	79
2025 Q1	$1.06M	Hold	10,700	–	–	0.16%	70
2024 Q4	$1.07M	Hold	10,700	–	–	0.17%	65
2024 Q3	$975K	Sell	10,700 -5	-0%	-$456	0.15%	72
2024 Q2	$873K	Buy	10,705 +100	+0.9%	+$8.16K	0.15%	71
2024 Q1	$850K	Buy	10,605 +5	+0%	+$401	0.15%	74
2023 Q4	$744K	Sell	10,600 -1,400	-12%	-$98.3K	0.15%	76
2023 Q3	$761K	Sell	12,000 -1,200	-9%	-$76.1K	0.17%	77
2023 Q2	$815K	Sell	13,200 -900	-6%	-$55.5K	0.18%	76
2023 Q1	$896K	Sell	14,100 -426	-3%	-$27.1K	0.2%	70
2022 Q4	$954K	Buy	14,526 +26	+0.2%	+$1.71K	0.22%	68
2022 Q3	$743K	Hold	14,500	–	–	0.2%	69
2022 Q2	$805K	Hold	14,500	–	–	0.21%	71
2022 Q1	$1.02M	Sell	14,500 -25	-0.2%	-$1.77K	0.21%	66
2021 Q4	$853K	Hold	14,525	–	–	0.17%	78
2021 Q3	$842K	Hold	14,525	–	–	0.19%	76
2021 Q2	$808K	Hold	14,525	–	–	0.19%	77
2021 Q1	$736K	Sell	14,525 -25	-0.2%	-$1.27K	0.21%	78
2020 Q4	$558K	Sell	14,550 -200	-1%	-$7.67K	0.17%	94
2020 Q3	$383K	Hold	14,750	–	–	0.14%	101
2020 Q2	$490K	Buy	14,750 +300	+2%	+$9.97K	0.18%	92
2020 Q1	$315K	Hold	14,450	–	–	0.14%	104
2019 Q4	$1.09M	Hold	14,450	–	–	0.39%	62
2019 Q3	$1.07M	Hold	14,450	–	–	0.41%	61
2019 Q2	$994K	Hold	14,450	–	–	0.41%	62
2019 Q1	$1.01M	Hold	14,450	–	–	0.44%	58
2018 Q4	$780K	Hold	14,450	–	–	0.37%	61
2018 Q3	$980K	Buy	14,450 +50	+0.3%	+$3.39K	0.42%	56
2018 Q2	$1.01M	Hold	14,400	–	–	0.46%	53
2018 Q1	$820K	Hold	14,400	–	–	0.38%	65
2017 Q4	$770K	Buy	14,400 +1,000	+7%	+$53.5K	0.35%	66
2017 Q3	$742K	Buy	13,400 +5,000	+60%	+$277K	0.35%	66
2017 Q2	$438K	Buy	8,400 +4,000	+91%	+$209K	0.44%	70
2017 Q1	$244K	Hold	4,400	–	–	0.14%	114
2016 Q4	$253K	Hold	4,400	–	–	0.15%	103
2016 Q3	$226K	Buy	+4,400	New	+$226K	0.14%	108