Summit Financial Wealth Advisors, LLC Oneok Inc Transaction History

Summit Financial Wealth Advisors, LLC

$490 Million
Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Oneok Inc stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 7,870 shares of OKE stock, worth $738,127. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,870

Previous 5,741 37.08%

Holding current value

$738,127

Previous $523,000 51.05%

% of portfolio

0.16%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$92.28 - $117.05 $196,464 - $249,199	2,129 Added 37.08%	7,870 $790,000
Q3 2024 Nov 13, 2024	BUY	$78.62 - $95.27 $235 - $285	3 Added 0.05%	5,741 $523,000
Q2 2024 Aug 12, 2024	BUY	$76.92 - $83.01 $102,765 - $110,901	1,336 Added 30.35%	5,738 $467,000
Q1 2024 May 02, 2024	BUY	$67.94 - $80.17 $203 - $240	3 Added 0.07%	4,402 $352,000
Q4 2023 Jan 19, 2024	BUY	$61.35 - $71.14 $429 - $497	7 Added 0.16%	4,399 $308,000
Q3 2023 Nov 13, 2023	BUY	$60.94 - $68.53 $40,646 - $45,709	667 Added 17.91%	4,392 $278,000
Q2 2023 Jul 12, 2023	BUY	$56.58 - $67.03 $210,760 - $249,686	3,725 New	3,725 $229,000
Q1 2020 Apr 29, 2020	SELL	$15.37 - $77.52 $1.23 Million - $6.19 Million	-79,835 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$68.2 - $76.13 $453,530 - $506,264	-6,650 Reduced 7.69%	79,835 $5.91 Million
Q3 2019 Nov 05, 2019	BUY	$66.76 - $76.5 $262,900 - $301,257	3,938 Added 4.77%	86,485 $6.01 Million
Q2 2019 Jul 16, 2019	BUY	$63.62 - $70.6 $949,782 - $1.05 Million	14,929 Added 22.08%	82,547 $5.68 Million
Q1 2019 May 01, 2019	BUY	$54.28 - $69.85 $634,370 - $816,336	11,687 Added 20.9%	67,618 $4.69 Million
Q4 2018 Feb 01, 2019	BUY	$50.79 - $68.95 $2.44 Million - $3.31 Million	47,963 Added 601.95%	55,931 $3.02 Million
Q1 2018 Apr 09, 2018	BUY	$54.33 - $60.71 $167,064 - $186,683	3,075 Added 62.84%	7,968 $454,000
Q1 2018 Apr 06, 2018	SELL	$54.33 - $60.71 $171,085 - $191,175	-3,149 Reduced 39.16%	4,893 $279,000
Q4 2017 Feb 05, 2018	BUY	$50.02 - $56.7 $63,725 - $72,235	1,274 Added 18.82%	8,042 $430,000
Q3 2017 Nov 06, 2017	SELL	$50.36 - $56.88 $50 - $56	-1 Reduced 0.01%	6,768 $375,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,769	6,769 $353,000

Others Institutions Holding OKE

# of Institutions

1,773

Shares Held

419M

Call Options Held

4.91M

Put Options Held

5.18M

View Full List

About ONEOK INC

Ticker OKE
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 446,862,016
Market Cap $41.9B
Description
ONEOK, Inc., together with its subsidiaries, engages in gathering, processing, storage, and transportation of natural gas in the United States. It operates through Natural Gas Gathering and Processing, Natural Gas Liquids, and Natural Gas Pipelines segments. The company owns natural gas gathering pipelines and processing plants in the Mid-Contin...

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Summit Financial Wealth Advisors, LLC Oneok Inc Transaction History