Valeo 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 | $923K | Buy |
11,305
+4,217
| +59% | +$344K | 0.02% | 321 |
|
|
2025
Q1 | $703K | Buy |
7,088
+182
| +3% | +$18.1K | 0.02% | 331 |
|
|
2024
Q4 | $693K | Buy |
6,906
+16
| +0.2% | +$1.61K | 0.02% | 332 |
|
|
2024
Q3 | $628K | Sell |
6,890
-78
| -1% | -$7.11K | 0.02% | 357 |
|
|
2024
Q2 | $568K | Buy |
6,968
+101
| +1% | +$8.24K | 0.02% | 357 |
|
|
2024
Q1 | $556K | Buy |
6,867
+171
| +3% | +$13.8K | 0.02% | 345 |
|
|
2023
Q4 | $470K | Sell |
6,696
-152
| -2% | -$10.7K | 0.02% | 383 |
|
|
2023
Q3 | $434K | Buy |
6,848
+316
| +5% | +$20K | 0.02% | 370 |
|
|
2023
Q2 | $403K | Buy |
+6,532
| New | +$403K | 0.02% | 357 |
|
|
2023
Q1 | – | Sell |
-3,328
| Closed | -$219K | – | 632 |
|
|
2022
Q4 | $219K | Buy |
+3,328
| New | +$219K | 0.01% | 464 |
|
|
2021
Q2 | – | Sell |
-219
| Closed | -$11K | – | 1295 |
|
|
2021
Q1 | $11K | Buy |
219
+19
| +10% | +$954 | ﹤0.01% | 1258 |
|
|
2020
Q4 | $8K | Sell |
200
-32
| -14% | -$1.28K | ﹤0.01% | 1229 |
|
|
2020
Q3 | $6K | Buy |
232
+92
| +66% | +$2.38K | ﹤0.01% | 1176 |
|
|
2020
Q2 | $5K | Buy |
140
+38
| +37% | +$1.36K | ﹤0.01% | 1459 |
|
|
2020
Q1 | $4K | Sell |
102
-1
| -1% | -$39 | ﹤0.01% | 1308 |
|
|
2019
Q4 | $8K | Sell |
103
-397
| -79% | -$30.8K | ﹤0.01% | 1157 |
|
|
2019
Q3 | $37K | Hold |
500
| – | – | ﹤0.01% | 683 |
|
|
2019
Q2 | $34K | Sell |
500
-55
| -10% | -$3.74K | ﹤0.01% | 701 |
|
|
2019
Q1 | $39K | Sell |
555
-93
| -14% | -$6.54K | ﹤0.01% | 615 |
|
|
2018
Q4 | $35K | Sell |
648
-394
| -38% | -$21.3K | ﹤0.01% | 575 |
|
|
2018
Q3 | $68K | Sell |
1,042
-845
| -45% | -$55.1K | 0.01% | 482 |
|
|
2018
Q2 | $128K | Buy |
1,887
+93
| +5% | +$6.31K | 0.02% | 360 |
|
|
2018
Q1 | $102K | Hold |
1,794
| – | – | 0.02% | 363 |
|
|
2017
Q4 | $96K | Buy |
1,794
+1,100
| +159% | +$58.9K | 0.02% | 346 |
|
|
2017
Q3 | $38K | Buy |
+694
| New | +$38K | 0.01% | 449 |
|