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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