WIA

Westbourne Investment Advisors’s Oneok OKE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Hold	3,000	–	–	0.07%	97
2025 Q1	$298K	Hold	3,000	–	–	0.11%	72
2024 Q4	$301K	Hold	3,000	–	–	0.1%	73
2024 Q3	$273K	Hold	3,000	–	–	0.1%	80
2024 Q2	$245K	Hold	3,000	–	–	0.09%	80
2024 Q1	$241K	Hold	3,000	–	–	0.09%	83
2023 Q4	$211K	Buy	+3,000	New	+$211K	0.08%	85
2022 Q2	–	Sell	-3,000	Closed	-$212K	–	96
2022 Q1	$212K	Sell	3,000 -4,000	-57%	-$283K	0.09%	91
2021 Q4	$411K	Hold	7,000	–	–	0.16%	73
2021 Q3	$406K	Hold	7,000	–	–	0.18%	63
2021 Q2	$389K	Sell	7,000 -1,000	-13%	-$55.6K	0.18%	63
2021 Q1	$405K	Hold	8,000	–	–	0.2%	60
2020 Q4	$307K	Hold	8,000	–	–	0.18%	65
2020 Q3	$208K	Hold	8,000	–	–	0.24%	47
2020 Q2	$266K	Buy	+8,000	New	+$266K	0.33%	41
2020 Q1	–	Sell	-8,000	Closed	-$605K	–	90
2019 Q4	$605K	Hold	8,000	–	–	0.41%	56
2019 Q3	$590K	Hold	8,000	–	–	0.44%	55
2019 Q2	$550K	Hold	8,000	–	–	0.45%	57
2019 Q1	$559K	Hold	8,000	–	–	0.43%	58
2018 Q4	$432K	Hold	8,000	–	–	0.37%	63
2018 Q3	$542K	Buy	+8,000	New	+$542K	0.39%	60