WA
WealthTrust Axiom’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
19,780
+7
| +0% | +$571 | 0.47% | 50 |
|
|
2025
Q1 | $1.96M | Sell |
19,773
-1,972
| -9% | -$196K | 0.6% | 39 |
|
|
2024
Q4 | $2.18M | Sell |
21,745
-94
| -0.4% | -$9.44K | 0.65% | 36 |
|
|
2024
Q3 | $1.99M | Buy |
21,839
+1,447
| +7% | +$132K | 0.59% | 40 |
|
|
2024
Q2 | $1.66M | Buy |
20,392
+7
| +0% | +$571 | 0.55% | 43 |
|
|
2024
Q1 | $1.63M | Sell |
20,385
-741
| -4% | -$59.4K | 0.53% | 45 |
|
|
2023
Q4 | $1.48M | Sell |
21,126
-493
| -2% | -$34.6K | 0.5% | 50 |
|
|
2023
Q3 | $1.37M | Buy |
21,619
+909
| +4% | +$57.7K | 0.49% | 51 |
|
|
2023
Q2 | $1.28M | Buy |
20,710
+8
| +0% | +$494 | 0.42% | 52 |
|
|
2023
Q1 | $1.32M | Buy |
20,702
+7
| +0% | +$445 | 0.45% | 51 |
|
|
2022
Q4 | $1.36M | Buy |
20,695
+8
| +0% | +$526 | 0.47% | 52 |
|
|
2022
Q3 | $1.06M | Buy |
20,687
+997
| +5% | +$51.1K | 0.4% | 60 |
|
|
2022
Q2 | $1.09M | Buy |
19,690
+508
| +3% | +$28.2K | 0.39% | 66 |
|
|
2022
Q1 | $1.35M | Sell |
19,182
-243
| -1% | -$17.2K | 0.42% | 57 |
|
|
2021
Q4 | $1.14M | Buy |
19,425
+5,000
| +35% | +$294K | 0.36% | 66 |
|
|
2021
Q3 | $836K | Buy |
14,425
+1,529
| +12% | +$88.6K | 0.28% | 81 |
|
|
2021
Q2 | $717K | Buy |
12,896
+1,000
| +8% | +$55.6K | 0.23% | 96 |
|
|
2021
Q1 | $602K | Buy |
11,896
+1,300
| +12% | +$65.8K | 0.2% | 101 |
|
|
2020
Q4 | $406K | Buy |
+10,596
| New | +$406K | 0.15% | 128 |
|
|
2020
Q1 | – | Sell |
-3,586
| Closed | -$271K | – | 221 |
|
|
2019
Q4 | $271K | Hold |
3,586
| – | – | 0.09% | 164 |
|
|
2019
Q3 | $264K | Hold |
3,586
| – | – | 0.09% | 163 |
|
|
2019
Q2 | $246K | Sell |
3,586
-1,600
| -31% | -$110K | 0.09% | 178 |
|
|
2019
Q1 | $362K | Hold |
5,186
| – | – | 0.13% | 134 |
|
|
2018
Q4 | $279K | Hold |
5,186
| – | – | 0.11% | 147 |
|
|
2018
Q3 | $351K | Hold |
5,186
| – | – | 0.12% | 137 |
|
|
2018
Q2 | $362K | Sell |
5,186
-370
| -7% | -$25.8K | 0.13% | 135 |
|
|
2018
Q1 | $316K | Hold |
5,556
| – | – | 0.12% | 158 |
|
|
2017
Q4 | $296K | Hold |
5,556
| – | – | 0.11% | 161 |
|
|
2017
Q3 | $307K | Buy |
+5,556
| New | +$307K | 0.12% | 156 |
|