Transform Wealth’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.7M | Buy |
127,944
+2,224
| +2% | +$221K | 0.77% | 40 |
|
|
2024
Q4 | $12.6M | Buy |
125,720
+23,435
| +23% | +$2.35M | 0.7% | 38 |
|
|
2024
Q3 | $9.32M | Buy |
102,285
+614
| +0.6% | +$56K | 0.62% | 47 |
|
|
2024
Q2 | $8.29M | Buy |
101,671
+1,773
| +2% | +$145K | 0.62% | 47 |
|
|
2024
Q1 | $8.01M | Sell |
99,898
-17,598
| -15% | -$1.41M | 0.76% | 49 |
|
|
2023
Q4 | $8.25M | Sell |
117,496
-2,371
| -2% | -$166K | 0.8% | 37 |
|
|
2023
Q3 | $7.6M | Sell |
119,867
-52,996
| -31% | -$3.36M | 0.8% | 37 |
|
|
2023
Q2 | $10.7M | Buy |
172,863
+4,593
| +3% | +$283K | 0.96% | 30 |
|
|
2023
Q1 | $10.7M | Buy |
+168,270
| New | +$10.7M | 1.01% | 30 |
|
|
2019
Q3 | – | Sell |
-3,341
| Closed | -$230K | – | 232 |
|
|
2019
Q2 | $230K | Buy |
+3,341
| New | +$230K | 0.03% | 218 |
|