V Wealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $320K | Sell |
5,045
-20,991
| -81% | -$1.33M | 0.26% | 80 |
|
|
2023
Q2 | $1.61M | Sell |
26,036
-17
| -0.1% | -$1.05K | 0.27% | 76 |
|
|
2023
Q1 | $1.66M | Sell |
26,053
-638
| -2% | -$40.5K | 0.31% | 73 |
|
|
2022
Q4 | $1.75M | Sell |
26,691
-4,585
| -15% | -$301K | 0.36% | 60 |
|
|
2022
Q3 | $1.6M | Buy |
31,276
+1,156
| +4% | +$59.2K | 0.32% | 69 |
|
|
2022
Q2 | $1.67M | Buy |
30,120
+16,139
| +115% | +$896K | 0.32% | 76 |
|
|
2022
Q1 | $987K | Buy |
13,981
+637
| +5% | +$45K | 0.16% | 153 |
|
|
2021
Q4 | $784K | Buy |
13,344
+1,032
| +8% | +$60.6K | 0.11% | 178 |
|
|
2021
Q3 | $714K | Buy |
12,312
+38
| +0.3% | +$2.2K | 0.11% | 194 |
|
|
2021
Q2 | $684K | Buy |
12,274
+462
| +4% | +$25.7K | 0.11% | 211 |
|
|
2021
Q1 | $598K | Sell |
11,812
-209
| -2% | -$10.6K | 0.11% | 212 |
|
|
2020
Q4 | $462K | Buy |
+12,021
| New | +$462K | 0.1% | 222 |
|
|
2020
Q3 | – | Sell |
-9,397
| Closed | -$312K | – | 282 |
|
|
2020
Q2 | $312K | Buy |
+9,397
| New | +$312K | 0.08% | 264 |
|
|
2020
Q1 | – | Sell |
-5,984
| Closed | -$441K | – | 352 |
|
|
2019
Q4 | $441K | Hold |
5,984
| – | – | 0.16% | 151 |
|
|
2019
Q3 | $441K | Buy |
5,984
+165
| +3% | +$12.2K | 0.16% | 152 |
|
|
2019
Q2 | $399K | Sell |
5,819
-620
| -10% | -$42.5K | 0.15% | 156 |
|
|
2019
Q1 | $448K | Buy |
6,439
+1,012
| +19% | +$70.4K | 0.18% | 134 |
|
|
2018
Q4 | $319K | Sell |
5,427
-215
| -4% | -$12.6K | 0.16% | 149 |
|
|
2018
Q3 | $383K | Sell |
5,642
-1,938
| -26% | -$132K | 0.18% | 144 |
|
|
2018
Q2 | $539K | Buy |
7,580
+545
| +8% | +$38.8K | 0.3% | 89 |
|
|
2018
Q1 | $395K | Buy |
7,035
+520
| +8% | +$29.2K | 0.21% | 121 |
|
|
2017
Q4 | $384K | Buy |
6,515
+188
| +3% | +$11.1K | 0.19% | 126 |
|
|
2017
Q3 | $351K | Buy |
6,327
+4,606
| +268% | +$256K | 0.18% | 119 |
|
|
2017
Q2 | $90K | Buy |
+1,721
| New | +$90K | 0.04% | 250 |
|