Waverly 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 | $1.1M | Sell |
13,449
-300
| -2% | -$24.5K | 0.01% | 597 |
|
|
2025
Q1 | $1.36M | Buy |
13,749
+4,899
| +55% | +$486K | 0.02% | 548 |
|
|
2024
Q4 | $889K | Buy |
8,850
+1,549
| +21% | +$156K | 0.01% | 541 |
|
|
2024
Q3 | $665K | Sell |
7,301
-1,022
| -12% | -$93.1K | 0.01% | 525 |
|
|
2024
Q2 | $679K | Buy |
8,323
+5,405
| +185% | +$441K | 0.01% | 507 |
|
|
2024
Q1 | $234K | Buy |
+2,918
| New | +$234K | 0.01% | 620 |
|
|
2018
Q1 | – | Sell |
-283
| Closed | -$15K | – | 313 |
|
|
2017
Q4 | $15K | Buy |
+283
| New | +$15K | ﹤0.01% | 304 |
|