Waldron Private Wealth’s Oneok OKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,605	Closed	-$262K	–	387
2024 Q4	$262K	Buy	2,605 +3	+0.1%	+$301	0.01%	361
2024 Q3	$237K	Buy	+2,602	New	+$237K	0.01%	366