Williams Jones Wealth Management’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
72,626
-329
| -0.5% | -$26.9K | 0.07% | 126 |
|
|
2025
Q1 | $7.24M | Sell |
72,955
-434
| -0.6% | -$43.1K | 0.09% | 116 |
|
|
2024
Q4 | $7.37M | Sell |
73,389
-57
| -0.1% | -$5.72K | 0.09% | 118 |
|
|
2024
Q3 | $6.69M | Buy |
73,446
+2,934
| +4% | +$267K | 0.08% | 127 |
|
|
2024
Q2 | $5.75M | Sell |
70,512
-533
| -0.8% | -$43.5K | 0.07% | 130 |
|
|
2024
Q1 | $5.7M | Sell |
71,045
-2,935
| -4% | -$235K | 0.07% | 124 |
|
|
2023
Q4 | $5.19M | Hold |
73,980
| – | – | 0.07% | 126 |
|
|
2023
Q3 | $4.69M | Buy |
+73,980
| New | +$4.69M | 0.07% | 131 |
|
|
2023
Q1 | – | Sell |
-4,500
| Closed | -$296K | – | 579 |
|
|
2022
Q4 | $296K | Buy |
+4,500
| New | +$296K | 0.01% | 444 |
|
|
2020
Q1 | – | Sell |
-5,576
| Closed | -$422K | – | 420 |
|
|
2019
Q4 | $422K | Sell |
5,576
-2,000
| -26% | -$151K | 0.01% | 303 |
|
|
2019
Q3 | $558K | Buy |
+7,576
| New | +$558K | 0.01% | 255 |
|