Total Wealth Planning & Management’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,145
Closed -$213K 204
2025
Q1
$213K Buy
2,145
+19
+0.9% +$1.89K 0.2% 147
2024
Q4
$213K Buy
+2,126
New +$213K 0.19% 148