Welch & Forbes’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $328K | Sell |
4,020
-50
| -1% | -$4.08K | ﹤0.01% | 315 |
|
2025
Q1 | $404K | Sell |
4,070
-61
| -1% | -$6.05K | 0.01% | 291 |
|
2024
Q4 | $415K | Hold |
4,131
| – | – | 0.01% | 297 |
|
2024
Q3 | $376K | Buy |
4,131
+131
| +3% | +$11.9K | ﹤0.01% | 314 |
|
2024
Q2 | $329K | Sell |
4,000
-932
| -19% | -$76.7K | ﹤0.01% | 319 |
|
2024
Q1 | $395K | Sell |
4,932
-1,933
| -28% | -$155K | 0.01% | 310 |
|
2023
Q4 | $482K | Sell |
6,865
-120
| -2% | -$8.43K | 0.01% | 287 |
|
2023
Q3 | $443K | Buy |
6,985
+3,575
| +105% | +$227K | 0.01% | 294 |
|
2023
Q2 | $210K | Hold |
3,410
| – | – | ﹤0.01% | 364 |
|
2023
Q1 | $217K | Hold |
3,410
| – | – | ﹤0.01% | 355 |
|
2022
Q4 | $224K | Buy |
+3,410
| New | +$224K | ﹤0.01% | 350 |
|
2022
Q2 | – | Sell |
-3,166
| Closed | -$223K | – | 392 |
|
2022
Q1 | $223K | Sell |
3,166
-2,500
| -44% | -$176K | ﹤0.01% | 362 |
|
2021
Q4 | $333K | Hold |
5,666
| – | – | 0.01% | 333 |
|
2021
Q3 | $329K | Hold |
5,666
| – | – | 0.01% | 335 |
|
2021
Q2 | $315K | Buy |
+5,666
| New | +$315K | 0.01% | 344 |
|