SFWA
Summit Financial Wealth Advisors’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $372K | Sell |
3,753
-4,117
| -52% | -$408K | 0.07% | 106 |
|
|
2024
Q4 | $768K | Buy |
7,870
+2,129
| +37% | +$208K | 0.15% | 72 |
|
|
2024
Q3 | $523K | Buy |
5,741
+3
| +0.1% | +$273 | 0.1% | 85 |
|
|
2024
Q2 | $468K | Buy |
5,738
+1,336
| +30% | +$109K | 0.09% | 82 |
|
|
2024
Q1 | $353K | Buy |
4,402
+3
| +0.1% | +$241 | 0.07% | 95 |
|
|
2023
Q4 | $309K | Buy |
4,399
+7
| +0.2% | +$492 | 0.07% | 98 |
|
|
2023
Q3 | $284K | Buy |
4,392
+667
| +18% | +$43.2K | 0.07% | 100 |
|
|
2023
Q2 | $230K | Buy |
+3,725
| New | +$230K | 0.05% | 112 |
|
|
2020
Q1 | – | Sell |
-79,835
| Closed | -$5.91M | – | 134 |
|
|
2019
Q4 | $5.91M | Sell |
79,835
-6,650
| -8% | -$492K | 1.44% | 20 |
|
|
2019
Q3 | $6.01M | Buy |
86,485
+3,938
| +5% | +$274K | 1.48% | 16 |
|
|
2019
Q2 | $5.68M | Buy |
82,547
+14,929
| +22% | +$1.03M | 1.39% | 17 |
|
|
2019
Q1 | $4.69M | Buy |
67,618
+11,687
| +21% | +$810K | 1.24% | 26 |
|
|
2018
Q4 | $3.02M | Buy |
55,931
+47,963
| +602% | +$2.59M | 0.98% | 30 |
|
|
2018
Q3 | $516K | Hold |
7,968
| – | – | 0.15% | 83 |
|
|
2018
Q2 | $454K | Hold |
7,968
| – | – | 0.15% | 86 |
|
|
2018
Q1 | $454K | Sell |
7,968
-74
| -0.9% | -$4.22K | 0.15% | 86 |
|
|
2017
Q4 | $430K | Buy |
8,042
+1,274
| +19% | +$68.1K | 0.15% | 91 |
|
|
2017
Q3 | $375K | Sell |
6,768
-1
| -0% | -$55 | 0.14% | 97 |
|
|
2017
Q2 | $353K | Buy |
+6,769
| New | +$353K | 0.14% | 105 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$64K | – | 190 |
|
|
2015
Q3 | $64K | Hold |
2,000
| – | – | 0.04% | 112 |
|
|
2015
Q2 | $78K | Hold |
2,000
| – | – | 0.05% | 117 |
|
|
2015
Q1 | $89K | Hold |
2,000
| – | – | 0.06% | 95 |
|
|
2014
Q4 | $100K | Buy |
+2,000
| New | +$100K | 0.07% | 88 |
|