B. Riley Wealth Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $300K | Buy |
+6,763
| New | +$300K | 0.01% | 697 |
|
2024
Q4 | $291K | Sell |
7,063
-2,576
| -27% | -$106K | 0.01% | 878 |
|
2024
Q3 | $395K | Buy |
9,639
+60
| +0.6% | +$2.46K | 0.01% | 838 |
|
2024
Q2 | $342K | Buy |
9,579
+290
| +3% | +$10.4K | 0.01% | 964 |
|
2024
Q1 | $310K | Sell |
9,289
-1,918
| -17% | -$63.9K | 0.01% | 1021 |
|
2023
Q4 | $391K | Buy |
11,207
+1,918
| +21% | +$67K | 0.01% | 935 |
|
2023
Q3 | $310K | Sell |
9,289
-2,216
| -19% | -$73.9K | 0.01% | 1021 |
|
2023
Q2 | $413K | Sell |
11,505
-671
| -6% | -$24.1K | 0.01% | 954 |
|
2023
Q1 | $459K | Buy |
12,176
+4,219
| +53% | +$159K | 0.01% | 846 |
|
2022
Q4 | $315K | Buy |
+7,957
| New | +$315K | 0.01% | 1030 |
|
2022
Q2 | – | Sell |
-8,196
| Closed | -$335K | – | 1342 |
|
2022
Q1 | $335K | Buy |
8,196
+196
| +2% | +$8.01K | 0.01% | 958 |
|
2021
Q4 | $308K | Buy |
+8,000
| New | +$308K | 0.01% | 1061 |
|