Trademark Financial 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	-2,708	Closed	-$269K	–	93
2025 Q1	$269K	Hold	2,708	–	–	0.21%	78
2024 Q4	$272K	Hold	2,708	–	–	0.22%	78
2024 Q3	$247K	Sell	2,708 -236	-8%	-$21.5K	0.2%	79
2024 Q2	$240K	Buy	+2,944	New	+$240K	0.2%	78