Wealth Management Associates’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
5,085
+25
| +0.5% | +$2.04K | 0.16% | 121 |
|
|
2025
Q1 | $502K | Buy |
5,060
+275
| +6% | +$27.3K | 0.22% | 90 |
|
|
2024
Q4 | $480K | Hold |
4,785
| – | – | 0.21% | 97 |
|
|
2024
Q3 | $436K | Sell |
4,785
-150
| -3% | -$13.7K | 0.19% | 112 |
|
|
2024
Q2 | $402K | Hold |
4,935
| – | – | 0.19% | 107 |
|
|
2024
Q1 | $402K | Sell |
4,935
-595
| -11% | -$48.5K | 0.19% | 107 |
|
|
2023
Q4 | $388K | Buy |
5,530
+100
| +2% | +$7.02K | 0.21% | 106 |
|
|
2023
Q3 | $344K | Buy |
5,430
+935
| +21% | +$59.3K | 0.2% | 109 |
|
|
2023
Q2 | $277K | Hold |
4,495
| – | – | 0.16% | 141 |
|
|
2023
Q1 | $286K | Hold |
4,495
| – | – | 0.18% | 136 |
|
|
2022
Q4 | $295K | Sell |
4,495
-2,910
| -39% | -$191K | 0.2% | 119 |
|
|
2022
Q3 | $379K | Hold |
7,405
| – | – | 0.27% | 102 |
|
|
2022
Q2 | $411K | Hold |
7,405
| – | – | 0.28% | 92 |
|
|
2022
Q1 | $523K | Hold |
7,405
| – | – | 0.3% | 84 |
|
|
2021
Q4 | $435K | Sell |
7,405
-2,115
| -22% | -$124K | 0.23% | 112 |
|
|
2021
Q3 | $552K | Sell |
9,520
-800
| -8% | -$46.4K | 0.32% | 77 |
|
|
2021
Q2 | $574K | Hold |
10,320
| – | – | 0.33% | 73 |
|
|
2021
Q1 | $523K | Sell |
10,320
-2,540
| -20% | -$129K | 0.33% | 72 |
|
|
2020
Q4 | $494K | Buy |
12,860
+2,235
| +21% | +$85.8K | 0.32% | 77 |
|
|
2020
Q3 | $276K | Buy |
+10,625
| New | +$276K | 0.21% | 118 |
|
|
2020
Q1 | – | Sell |
-6,080
| Closed | -$460K | – | 142 |
|
|
2019
Q4 | $460K | Buy |
6,080
+2
| +0% | +$151 | 0.33% | 77 |
|
|
2019
Q3 | $448K | Buy |
+6,078
| New | +$448K | 0.36% | 72 |
|