SVB Wealth’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+16,950
| New | +$1.38M | 0.07% | 197 |
|
|
2025
Q1 | – | Sell |
-19,022
| Closed | -$1.91M | – | 1702 |
|
|
2024
Q4 | $1.91M | Buy |
+19,022
| New | +$1.91M | 0.04% | 234 |
|
|
2024
Q3 | – | Sell |
-22,905
| Closed | -$1.87M | – | 418 |
|
|
2024
Q2 | $1.87M | Buy |
22,905
+1,212
| +6% | +$98.8K | 0.05% | 240 |
|
|
2024
Q1 | $1.74M | Buy |
21,693
+674
| +3% | +$54K | 0.04% | 264 |
|
|
2023
Q4 | $1.48M | Buy |
21,019
+1,193
| +6% | +$83.8K | 0.04% | 281 |
|
|
2023
Q3 | $1.26M | Buy |
19,826
+1,685
| +9% | +$107K | 0.03% | 286 |
|
|
2023
Q2 | $1.12M | Sell |
18,141
-2,750
| -13% | -$170K | 0.02% | 326 |
|
|
2023
Q1 | $1.33M | Sell |
20,891
-2,305
| -10% | -$146K | 0.02% | 335 |
|
|
2022
Q4 | $1.52M | Buy |
23,196
+1,389
| +6% | +$91.3K | 0.02% | 317 |
|
|
2022
Q3 | $1.12M | Buy |
21,807
+12,214
| +127% | +$626K | 0.02% | 347 |
|
|
2022
Q2 | $533K | Buy |
+9,593
| New | +$533K | 0.01% | 431 |
|
|
2021
Q4 | – | Sell |
-3,502
| Closed | -$203K | – | 913 |
|
|
2021
Q3 | $203K | Buy |
+3,502
| New | +$203K | ﹤0.01% | 905 |
|
|
2020
Q1 | – | Sell |
-3,450
| Closed | -$261K | – | 657 |
|
|
2019
Q4 | $261K | Buy |
+3,450
| New | +$261K | ﹤0.01% | 522 |
|
|
2019
Q3 | – | Sell |
-3,415
| Closed | -$235K | – | 521 |
|
|
2019
Q2 | $235K | Sell |
3,415
-213
| -6% | -$14.7K | 0.01% | 473 |
|
|
2019
Q1 | $253K | Buy |
+3,628
| New | +$253K | 0.01% | 356 |
|
|
2018
Q1 | – | Sell |
-3,875
| Closed | -$207K | – | 464 |
|
|
2017
Q4 | $207K | Buy |
+3,875
| New | +$207K | 0.01% | 453 |
|
|
2016
Q1 | – | Sell |
-23,894
| Closed | -$589K | – | 530 |
|
|
2015
Q4 | $589K | Sell |
23,894
-240
| -1% | -$5.92K | 0.02% | 345 |
|
|
2015
Q3 | $777K | Sell |
24,134
-105
| -0.4% | -$3.38K | 0.03% | 329 |
|
|
2015
Q2 | $957K | Sell |
24,239
-1,112
| -4% | -$43.9K | 0.03% | 315 |
|
|
2015
Q1 | $1.22M | Sell |
25,351
-5,389
| -18% | -$260K | 0.04% | 295 |
|
|
2014
Q4 | $1.53M | Buy |
+30,740
| New | +$1.53M | 0.05% | 264 |
|