Bartlett & Co Wealth Management’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 | $169K | Hold |
3,800
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $175K | Hold |
3,800
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $157K | Hold |
3,800
| – | – | ﹤0.01% | 478 |
|
|
2024
Q3 | $156K | Hold |
3,800
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $136K | Hold |
3,800
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $130K | Sell |
3,800
-753
| -17% | -$25.8K | ﹤0.01% | 515 |
|
|
2023
Q4 | $159K | Hold |
4,553
| – | – | ﹤0.01% | 501 |
|
|
2023
Q3 | $152K | Hold |
4,553
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $163K | Hold |
4,553
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $171K | Buy |
4,553
+1,879
| +70% | +$70.8K | ﹤0.01% | 395 |
|
|
2022
Q4 | $106K | Hold |
2,674
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $97.5K | Hold |
2,674
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $103K | Hold |
2,674
| – | – | ﹤0.01% | 459 |
|
|
2022
Q1 | $109K | Buy |
+2,674
| New | +$109K | ﹤0.01% | 478 |
|
|
2021
Q4 | – | Sell |
-2,674
| Closed | -$88.1K | – | 726 |
|
|
2021
Q3 | $88.1K | Hold |
2,674
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $90K | Hold |
2,674
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $86.5K | Sell |
2,674
-139
| -5% | -$4.5K | ﹤0.01% | 443 |
|
|
2020
Q4 | $89.6K | Buy |
2,813
+139
| +5% | +$4.43K | ﹤0.01% | 429 |
|
|
2020
Q3 | $80.2K | Hold |
2,674
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $81.2K | Hold |
2,674
| – | – | ﹤0.01% | 413 |
|
|
2020
Q1 | $82.2K | Hold |
2,674
| – | – | ﹤0.01% | 386 |
|
|
2019
Q4 | $119K | Hold |
2,674
| – | – | ﹤0.01% | 389 |
|
|
2019
Q3 | $121K | Hold |
2,674
| – | – | ﹤0.01% | 376 |
|
|
2019
Q2 | $114K | Hold |
2,674
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $115K | Hold |
2,674
| – | – | ﹤0.01% | 301 |
|
|
2018
Q4 | $105K | Hold |
2,674
| – | – | ﹤0.01% | 304 |
|
|
2018
Q3 | $97.1K | Hold |
2,674
| – | – | ﹤0.01% | 325 |
|
|
2018
Q2 | $94.2K | Hold |
2,674
| – | – | ﹤0.01% | 335 |
|
|
2018
Q1 | $87.6K | Buy |
+2,674
| New | +$87.6K | ﹤0.01% | 342 |
|