Summit Trail 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 | $1.45M | Buy |
+17,718
| New | +$1.45M | 0.02% | 351 |
|
|
2024
Q4 | – | Sell |
-8,640
| Closed | -$787K | – | 647 |
|
|
2024
Q3 | $787K | Buy |
8,640
+1,637
| +23% | +$149K | 0.02% | 307 |
|
|
2024
Q2 | $571K | Buy |
7,003
+1,303
| +23% | +$106K | 0.02% | 341 |
|
|
2024
Q1 | $457K | Buy |
5,700
+1,996
| +54% | +$160K | 0.01% | 353 |
|
|
2023
Q4 | $260K | Buy |
3,704
+384
| +12% | +$27K | 0.01% | 431 |
|
|
2023
Q3 | $211K | Buy |
+3,320
| New | +$211K | 0.01% | 489 |
|
|
2018
Q2 | – | Sell |
-83,714
| Closed | -$4.7M | – | 611 |
|
|
2018
Q1 | $4.7M | Buy |
83,714
+6,702
| +9% | +$377K | 0.8% | 24 |
|
|
2017
Q4 | $4.63M | Buy |
+77,012
| New | +$4.63M | 0.59% | 30 |
|