TPWM
Twelve Points Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
35,497
+5,452
| +18% | +$445K | 0.78% | 30 |
|
|
2025
Q1 | $2.98M | Buy |
30,045
+3,403
| +13% | +$338K | 0.81% | 25 |
|
|
2024
Q4 | $2.67M | Sell |
26,642
-453
| -2% | -$45.5K | 0.77% | 27 |
|
|
2024
Q3 | $2.47M | Buy |
27,095
+1,858
| +7% | +$169K | 0.78% | 26 |
|
|
2024
Q2 | $2.06M | Buy |
25,237
+2,105
| +9% | +$172K | 0.72% | 27 |
|
|
2024
Q1 | $1.85M | Buy |
23,132
+1,415
| +7% | +$113K | 0.68% | 30 |
|
|
2023
Q4 | $1.52M | Buy |
21,717
+1,154
| +6% | +$81K | 0.72% | 37 |
|
|
2023
Q3 | $1.3M | Buy |
20,563
+1,950
| +10% | +$124K | 0.65% | 44 |
|
|
2023
Q2 | $1.15M | Buy |
18,613
+3,052
| +20% | +$188K | 0.61% | 48 |
|
|
2023
Q1 | $989K | Buy |
15,561
+5,431
| +54% | +$345K | 0.57% | 53 |
|
|
2022
Q4 | $666K | Buy |
10,130
+4,777
| +89% | +$314K | 0.45% | 65 |
|
|
2022
Q3 | $274K | Buy |
+5,353
| New | +$274K | 0.21% | 138 |
|