Synergy Asset Management’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-97
Closed -$8.84K 591
2024
Q4
$8.84K Buy
+97
New +$8.84K ﹤0.01% 493
2024
Q1
Sell
-51,882
Closed -$3.64M 157
2023
Q4
$3.64M Sell
51,882
-2,144
-4% -$151K 0.65% 37
2023
Q3
$3.43M Sell
54,026
-12,678
-19% -$804K 0.68% 42
2023
Q2
$4.12M Buy
+66,704
New +$4.12M 1.02% 34
2021
Q3
Sell
-39,084
Closed -$2.17M 118
2021
Q2
$2.17M Buy
+39,084
New +$2.17M 0.58% 46