Trek Financial’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 |
-2,017
| Closed | -$200K | – | 441 |
|
2025
Q1 | $200K | Buy |
+2,017
| New | +$200K | 0.01% | 373 |
|
2024
Q1 | – | Sell |
-3,644
| Closed | -$256K | – | 425 |
|
2023
Q4 | $256K | Buy |
3,644
+16
| +0.4% | +$1.12K | 0.02% | 261 |
|
2023
Q3 | $230K | Buy |
+3,628
| New | +$230K | 0.02% | 253 |
|