Sugarloaf Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$1.28K | – | 707 |
|
|
2023
Q4 | $1.28K | Sell |
18
-98
| -84% | -$6.97K | ﹤0.01% | 621 |
|
|
2023
Q3 | $7.37K | Sell |
116
-648
| -85% | -$41.1K | ﹤0.01% | 498 |
|
|
2023
Q2 | $47.2K | Buy |
764
+668
| +696% | +$41.2K | 0.01% | 297 |
|
|
2023
Q1 | $6.1K | Sell |
96
-671
| -87% | -$42.6K | ﹤0.01% | 532 |
|
|
2022
Q4 | $50.4K | Sell |
767
-481
| -39% | -$31.6K | 0.01% | 282 |
|
|
2022
Q3 | $64K | Buy |
1,248
+268
| +27% | +$13.7K | 0.02% | 253 |
|
|
2022
Q2 | $54K | Buy |
980
+160
| +20% | +$8.82K | 0.01% | 269 |
|
|
2022
Q1 | $63K | Buy |
820
+179
| +28% | +$13.8K | 0.01% | 245 |
|
|
2021
Q4 | $38K | Buy |
641
+61
| +11% | +$3.62K | 0.01% | 328 |
|
|
2021
Q3 | $34K | Sell |
580
-384
| -40% | -$22.5K | 0.01% | 331 |
|
|
2021
Q2 | $69K | Buy |
964
+156
| +19% | +$11.2K | 0.02% | 232 |
|
|
2021
Q1 | $41 | Hold |
808
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $31K | Hold |
808
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $21K | Sell |
808
-750
| -48% | -$19.5K | 0.01% | 348 |
|
|
2020
Q2 | $52K | Hold |
1,558
| – | – | 0.02% | 229 |
|
|
2020
Q1 | $34K | Buy |
1,558
+6
| +0.4% | +$131 | 0.02% | 266 |
|
|
2019
Q4 | $117K | Buy |
+1,552
| New | +$117K | 0.05% | 160 |
|