Walter & Keenan 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 | – | Sell |
-4,708
| Closed | -$467K | – | 159 |
|
2025
Q1 | $467K | Buy |
4,708
+45
| +1% | +$4.47K | 0.14% | 111 |
|
2024
Q4 | $468K | Buy |
4,663
+15
| +0.3% | +$1.51K | 0.14% | 110 |
|
2024
Q3 | $424K | Hold |
4,648
| – | – | 0.13% | 112 |
|
2024
Q2 | $379K | Buy |
4,648
+51
| +1% | +$4.16K | 0.12% | 112 |
|
2024
Q1 | $369K | Buy |
4,597
+199
| +5% | +$16K | 0.12% | 113 |
|
2023
Q4 | $309K | Hold |
4,398
| – | – | 0.11% | 120 |
|
2023
Q3 | $279K | Hold |
4,398
| – | – | 0.11% | 119 |
|
2023
Q2 | $271K | Hold |
4,398
| – | – | 0.1% | 123 |
|
2023
Q1 | $279K | Buy |
+4,398
| New | +$279K | 0.11% | 117 |
|
2021
Q4 | – | Sell |
-5,014
| Closed | -$291K | – | 154 |
|
2021
Q3 | $291K | Buy |
5,014
+89
| +2% | +$5.17K | 0.1% | 126 |
|
2021
Q2 | $272K | Hold |
4,925
| – | – | 0.09% | 120 |
|
2021
Q1 | $250K | Buy |
+4,925
| New | +$250K | 0.09% | 129 |
|
2020
Q3 | – | Sell |
-9,333
| Closed | -$303K | – | 145 |
|
2020
Q2 | $303K | Buy |
+9,333
| New | +$303K | 0.12% | 115 |
|
2020
Q1 | – | Sell |
-10,233
| Closed | -$774K | – | 169 |
|
2019
Q4 | $774K | Sell |
10,233
-4,493
| -31% | -$340K | 0.3% | 74 |
|
2019
Q3 | $1.09M | Buy |
14,726
+4,408
| +43% | +$325K | 0.41% | 66 |
|
2019
Q2 | $710K | Hold |
10,318
| – | – | 0.31% | 71 |
|
2019
Q1 | $721K | Hold |
10,318
| – | – | 0.32% | 68 |
|
2018
Q4 | $557K | Hold |
10,318
| – | – | 0.25% | 78 |
|
2018
Q3 | $699 | Hold |
10,318
| – | – | 0.21% | 75 |
|
2018
Q2 | $721K | Hold |
10,318
| – | – | 0.31% | 76 |
|
2018
Q1 | $587K | Hold |
10,318
| – | – | 0.25% | 84 |
|
2017
Q4 | $551K | Buy |
10,318
+4,408
| +75% | +$235K | 0.23% | 85 |
|
2017
Q3 | $327K | Buy |
+5,910
| New | +$327K | 0.15% | 116 |
|