Triad Wealth Partners’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 |
-2,151
| Closed | -$213K | – | 293 |
|
|
2025
Q1 | $213K | Sell |
2,151
-186
| -8% | -$18.5K | 0.07% | 203 |
|
|
2024
Q4 | $235K | Buy |
+2,337
| New | +$235K | 0.08% | 162 |
|
|
2024
Q3 | – | Sell |
-1,259
| Closed | -$103K | – | 628 |
|
|
2024
Q2 | $103K | Buy |
+1,259
| New | +$103K | 0.05% | 151 |
|