Venturi Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
8,772
+1,492
| +20% | +$122K | 0.04% | 256 |
|
|
2025
Q1 | $722K | Buy |
7,280
+791
| +12% | +$78.5K | 0.04% | 257 |
|
|
2024
Q4 | $652K | Buy |
6,489
+3,281
| +102% | +$329K | 0.03% | 286 |
|
|
2024
Q3 | $292K | Buy |
3,208
+18
| +0.6% | +$1.64K | 0.02% | 388 |
|
|
2024
Q2 | $260K | Buy |
3,190
+381
| +14% | +$31.1K | 0.02% | 366 |
|
|
2024
Q1 | $225K | Buy |
2,809
+142
| +5% | +$11.4K | 0.01% | 341 |
|
|
2023
Q4 | $187K | Buy |
2,667
+102
| +4% | +$7.16K | 0.01% | 355 |
|
|
2023
Q3 | $163K | Buy |
2,565
+50
| +2% | +$3.17K | 0.01% | 351 |
|
|
2023
Q2 | $155K | Buy |
2,515
+10
| +0.4% | +$617 | 0.01% | 328 |
|
|
2023
Q1 | $159K | Buy |
+2,505
| New | +$159K | 0.01% | 351 |
|
|
2020
Q1 | – | Sell |
-6,705
| Closed | -$507K | – | 244 |
|
|
2019
Q4 | $507K | Hold |
6,705
| – | – | 0.06% | 151 |
|
|
2019
Q3 | $494K | Buy |
6,705
+10
| +0.1% | +$737 | 0.06% | 139 |
|
|
2019
Q2 | $461K | Sell |
6,695
-5,877
| -47% | -$405K | 0.06% | 148 |
|
|
2019
Q1 | $884K | Sell |
12,572
-768
| -6% | -$54K | 0.11% | 113 |
|
|
2018
Q4 | $724K | Buy |
+13,340
| New | +$724K | 0.12% | 113 |
|