Walled Lake Planning & 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	$275K	Buy	3,373 +40	+1%	+$3.27K	0.09%	111
2025 Q1	$331K	Buy	3,333 +35	+1%	+$3.47K	0.12%	93
2024 Q4	$331K	Buy	3,298 +29	+0.9%	+$2.91K	0.12%	99
2024 Q3	$298K	Buy	3,269 +38	+1%	+$3.46K	0.11%	100
2024 Q2	$263K	Buy	+3,231	New	+$263K	0.11%	96