GIM
Grassi Investment Management’s Oneok OKE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $408K | Hold |
5,000
| – | – | 0.03% | 100 |
|
2025
Q1 | $496K | Hold |
5,000
| – | – | 0.05% | 93 |
|
2024
Q4 | $502K | Hold |
5,000
| – | – | 0.04% | 95 |
|
2024
Q3 | $456K | Sell |
5,000
-400
| -7% | -$36.5K | 0.04% | 99 |
|
2024
Q2 | $440K | Hold |
5,400
| – | – | 0.04% | 102 |
|
2024
Q1 | $433K | Sell |
5,400
-300
| -5% | -$24.1K | 0.04% | 104 |
|
2023
Q4 | $400K | Buy |
5,700
+833
| +17% | +$58.5K | 0.04% | 101 |
|
2023
Q3 | $309K | Buy |
+4,867
| New | +$309K | 0.04% | 101 |
|