Taylor Hoffman Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,122
| Closed | -$211K | – | 122 |
|
|
2022
Q3 | $211K | Hold |
4,122
| – | – | 0.11% | 119 |
|
|
2022
Q2 | $234K | Hold |
4,122
| – | – | 0.11% | 118 |
|
|
2022
Q1 | $291K | Hold |
4,122
| – | – | 0.12% | 115 |
|
|
2021
Q4 | $242K | Buy |
+4,122
| New | +$242K | 0.09% | 123 |
|
|
2021
Q2 | – | Sell |
-4,122
| Closed | -$209K | – | 135 |
|
|
2021
Q1 | $209K | Buy |
+4,122
| New | +$209K | 0.1% | 119 |
|
|
2020
Q3 | – | Sell |
-4,122
| Closed | -$137K | – | 283 |
|
|
2020
Q2 | $137K | Buy |
+4,122
| New | +$137K | 0.09% | 133 |
|
|
2020
Q1 | – | Sell |
-4,122
| Closed | -$312K | – | 296 |
|
|
2019
Q4 | $312K | Hold |
4,122
| – | – | 0.2% | 97 |
|
|
2019
Q3 | $304K | Hold |
4,122
| – | – | 0.22% | 94 |
|
|
2019
Q2 | $284K | Sell |
4,122
-800
| -16% | -$55.1K | 0.23% | 95 |
|
|
2019
Q1 | $344K | Buy |
4,922
+800
| +19% | +$55.9K | 0.25% | 89 |
|
|
2018
Q4 | $222K | Sell |
4,122
-800
| -16% | -$43.1K | 0.2% | 93 |
|
|
2018
Q3 | $334K | Hold |
4,922
| – | – | 0.26% | 84 |
|
|
2018
Q2 | $344K | Hold |
4,922
| – | – | 0.3% | 78 |
|
|
2018
Q1 | $280K | Buy |
4,922
+2,400
| +95% | +$137K | 0.26% | 85 |
|
|
2017
Q4 | $135K | Buy |
+2,522
| New | +$135K | 0.13% | 116 |
|