Tanglewood Legacy 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 | $139K | Hold |
1,706
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $169K | Sell |
1,706
-110
| -6% | -$10.9K | 0.07% | 103 |
|
|
2024
Q4 | $182K | Sell |
1,816
-50
| -3% | -$5.02K | 0.08% | 94 |
|
|
2024
Q3 | $170K | Hold |
1,866
| – | – | 0.08% | 95 |
|
|
2024
Q2 | $152K | Hold |
1,866
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $150K | Hold |
1,866
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $131K | Hold |
1,866
| – | – | 0.07% | 98 |
|
|
2023
Q3 | $118K | Hold |
1,866
| – | – | 0.07% | 102 |
|
|
2023
Q2 | $115K | Hold |
1,866
| – | – | 0.07% | 103 |
|
|
2023
Q1 | $119K | Hold |
1,866
| – | – | 0.08% | 95 |
|
|
2022
Q4 | $123K | Buy |
+1,866
| New | +$123K | 0.09% | 82 |
|