WANY
Wealthspire Advisors (New York)’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
22,224
+472
| +2% | +$38.5K | 0.01% | 293 |
|
|
2025
Q1 | $2.16M | Sell |
21,752
-30,327
| -58% | -$3.01M | 0.01% | 265 |
|
|
2024
Q4 | $5.23M | Sell |
52,079
-8,988
| -15% | -$902K | 0.05% | 143 |
|
|
2024
Q3 | $5.57M | Sell |
61,067
-262
| -0.4% | -$23.9K | 0.06% | 145 |
|
|
2024
Q2 | $5M | Sell |
61,329
-1,031
| -2% | -$84.1K | 0.06% | 117 |
|
|
2024
Q1 | $5M | Buy |
62,360
+509
| +0.8% | +$40.8K | 0.07% | 112 |
|
|
2023
Q4 | $4.34M | Buy |
61,851
+7,925
| +15% | +$556K | 0.06% | 120 |
|
|
2023
Q3 | $3.42M | Buy |
53,926
+34,630
| +179% | +$2.2M | 0.06% | 125 |
|
|
2023
Q2 | $1.19M | Buy |
19,296
+171
| +0.9% | +$10.6K | 0.02% | 225 |
|
|
2023
Q1 | $1.22M | Sell |
19,125
-1,318
| -6% | -$83.7K | 0.02% | 216 |
|
|
2022
Q4 | $1.34M | Sell |
20,443
-2,153
| -10% | -$141K | 0.02% | 208 |
|
|
2022
Q3 | $1.16M | Buy |
22,596
+894
| +4% | +$45.8K | 0.02% | 201 |
|
|
2022
Q2 | $1.2M | Buy |
+21,702
| New | +$1.2M | 0.03% | 192 |
|
|
2022
Q1 | – | Sell |
-5,587
| Closed | -$328K | – | 518 |
|
|
2021
Q4 | $328K | Buy |
5,587
+1,798
| +47% | +$106K | 0.01% | 403 |
|
|
2021
Q3 | $220K | Buy |
+3,789
| New | +$220K | ﹤0.01% | 532 |
|
|
2021
Q2 | – | Sell |
-7,382
| Closed | -$374K | – | 573 |
|
|
2021
Q1 | $374K | Buy |
7,382
+187
| +3% | +$9.47K | 0.01% | 482 |
|
|
2020
Q4 | $276K | Buy |
+7,195
| New | +$276K | 0.01% | 464 |
|
|
2020
Q2 | – | Sell |
-12,151
| Closed | -$265K | – | 450 |
|
|
2020
Q1 | $265K | Buy |
+12,151
| New | +$265K | 0.01% | 413 |
|
|
2019
Q1 | – | Sell |
-96
| Closed | -$5K | – | 572 |
|
|
2018
Q4 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 651 |
|