United Capital Financial Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
23,846
-1,813
| -7% | -$148K | 0.02% | 447 |
|
|
2025
Q1 | $2.55M | Buy |
25,659
+2,645
| +11% | +$262K | 0.02% | 376 |
|
|
2024
Q4 | $2.31M | Sell |
23,014
-2,826
| -11% | -$284K | 0.02% | 389 |
|
|
2024
Q3 | $2.35M | Buy |
25,840
+395
| +2% | +$36K | 0.02% | 381 |
|
|
2024
Q2 | $2.08M | Sell |
25,445
-17,606
| -41% | -$1.44M | 0.02% | 396 |
|
|
2024
Q1 | $3.45M | Sell |
43,051
-264,507
| -86% | -$21.2M | 0.03% | 336 |
|
|
2023
Q4 | $21.6M | Sell |
307,558
-210,524
| -41% | -$14.8M | 0.18% | 119 |
|
|
2023
Q3 | $32.9M | Buy |
518,082
+4,113
| +0.8% | +$261K | 0.22% | 99 |
|
|
2023
Q2 | $31.7M | Sell |
513,969
-11,279
| -2% | -$696K | 0.17% | 114 |
|
|
2023
Q1 | $33.4M | Sell |
525,248
-5,094
| -1% | -$324K | 0.19% | 105 |
|
|
2022
Q4 | $34.8M | Sell |
530,342
-1,377
| -0.3% | -$90.5K | 0.2% | 107 |
|
|
2022
Q3 | $27.2M | Sell |
531,719
-4,523
| -0.8% | -$232K | 0.16% | 127 |
|
|
2022
Q2 | $29.8M | Sell |
536,242
-67,249
| -11% | -$3.73M | 0.16% | 128 |
|
|
2022
Q1 | $42.6M | Sell |
603,491
-36,849
| -6% | -$2.6M | 0.21% | 99 |
|
|
2021
Q4 | $37.6M | Sell |
640,340
-19,259
| -3% | -$1.13M | 0.17% | 123 |
|
|
2021
Q3 | $38.3M | Sell |
659,599
-3,426
| -0.5% | -$199K | 0.19% | 110 |
|
|
2021
Q2 | $36.9M | Sell |
663,025
-42,700
| -6% | -$2.38M | 0.19% | 116 |
|
|
2021
Q1 | $35.8M | Buy |
705,725
+25,853
| +4% | +$1.31M | 0.2% | 110 |
|
|
2020
Q4 | $26.1M | Buy |
679,872
+2,775
| +0.4% | +$107K | 0.16% | 145 |
|
|
2020
Q3 | $17.6M | Buy |
677,097
+80,254
| +13% | +$2.09M | 0.11% | 186 |
|
|
2020
Q2 | $19.8M | Buy |
596,843
+12,786
| +2% | +$425K | 0.14% | 155 |
|
|
2020
Q1 | $12.7M | Buy |
584,057
+280,742
| +93% | +$6.12M | 0.11% | 198 |
|
|
2019
Q4 | $23M | Buy |
303,315
+20,402
| +7% | +$1.54M | 0.15% | 161 |
|
|
2019
Q3 | $20.8M | Sell |
282,913
-452
| -0.2% | -$33.3K | 0.15% | 164 |
|
|
2019
Q2 | $19.5M | Buy |
283,365
+29,295
| +12% | +$2.02M | 0.13% | 172 |
|
|
2019
Q1 | $17.7M | Buy |
254,070
+37,050
| +17% | +$2.59M | 0.12% | 178 |
|
|
2018
Q4 | $11.7M | Buy |
217,020
+17,640
| +9% | +$952K | 0.09% | 231 |
|
|
2018
Q3 | $13.5M | Buy |
199,380
+10,629
| +6% | +$721K | 0.1% | 236 |
|
|
2018
Q2 | $13.2M | Buy |
188,751
+8,016
| +4% | +$560K | 0.1% | 237 |
|
|
2018
Q1 | $10.3M | Buy |
180,735
+12,473
| +7% | +$710K | 0.08% | 283 |
|
|
2017
Q4 | $8.99M | Buy |
168,262
+1,203
| +0.7% | +$64.3K | 0.07% | 312 |
|
|
2017
Q3 | $9.26M | Buy |
167,059
+162,127
| +3,287% | +$8.98M | 0.08% | 297 |
|
|
2017
Q2 | $257K | Buy |
4,932
+166
| +3% | +$8.65K | ﹤0.01% | 1125 |
|
|
2017
Q1 | $264K | Sell |
4,766
-282
| -6% | -$15.6K | ﹤0.01% | 1092 |
|
|
2016
Q4 | $290K | Buy |
5,048
+838
| +20% | +$48.1K | ﹤0.01% | 1064 |
|
|
2016
Q3 | $216K | Sell |
4,210
-1,969
| -32% | -$101K | ﹤0.01% | 1169 |
|
|
2016
Q2 | $290K | Buy |
+6,179
| New | +$290K | ﹤0.01% | 1045 |
|
|
2015
Q4 | – | Sell |
-7,498
| Closed | -$241K | – | 1265 |
|
|
2015
Q3 | $241K | Sell |
7,498
-918
| -11% | -$29.5K | ﹤0.01% | 1109 |
|
|
2015
Q2 | $332K | Buy |
+8,416
| New | +$332K | ﹤0.01% | 1049 |
|