Beacon Pointe Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $502K | Buy |
10,472
+2,072
| +25% | +$94.8K | ﹤0.01% | 1299 |
|
|
2025
Q4 | $359K | Buy |
8,400
+21
| +0.3% | +$937 | ﹤0.01% | 1186 |
|
|
2025
Q3 | $388K | Buy |
8,379
+140
| +2% | +$6.27K | ﹤0.01% | 1098 |
|
|
2025
Q2 | $366K | Buy |
8,239
+85
| +1% | +$3.77K | ﹤0.01% | 984 |
|
|
2025
Q1 | $375K | Hold |
8,154
| – | – | ﹤0.01% | 941 |
|
|
2024
Q4 | $336K | Sell |
8,154
-229
| -3% | -$9.53K | ﹤0.01% | 966 |
|
|
2024
Q3 | $344K | Buy |
8,383
+9
| +0.1% | +$349 | ﹤0.01% | 980 |
|
|
2024
Q2 | $299K | Sell |
8,374
-1,836
| -18% | -$64.5K | ﹤0.01% | 1051 |
|
|
2024
Q1 | $350K | Sell |
10,210
-949
| -9% | -$31.9K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $390K | Buy |
11,159
+2,243
| +25% | +$77.4K | ﹤0.01% | 982 |
|
|
2023
Q3 | $297K | Sell |
8,916
-414
| -4% | -$14.5K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $335K | Sell |
9,330
-93
| -1% | -$3.42K | 0.01% | 854 |
|
|
2023
Q1 | $355K | Sell |
9,423
-1,747
| -16% | -$65.7K | 0.01% | 869 |
|
|
2022
Q4 | $442K | Buy |
11,170
+970
| +10% | +$36.8K | 0.01% | 737 |
|
|
2022
Q3 | $370K | Sell |
10,200
-57
| -0.6% | -$2.3K | 0.01% | 739 |
|
|
2022
Q2 | $396K | Sell |
10,257
-179
| -2% | -$7.11K | 0.01% | 727 |
|
|
2022
Q1 | $426K | Buy |
+10,436
| New | +$396K | 0.01% | 853 |
|
|
2021
Q4 | – | Sell |
-7,430
| Closed | -$245K | – | 984 |
|
|
2021
Q3 | $245K | Buy |
+7,430
| New | +$257K | 0.01% | 783 |
|
|
2020
Q1 | – | Sell |
-5,800
| Closed | -$257K | – | 306 |
|
|
2019
Q4 | $257K | Buy |
+5,800
| New | +$251K | 0.08% | 182 |
|
|
2019
Q3 | – | Sell |
-5,800
| Closed | -$247K | – | 190 |
|
|
2019
Q2 | $247K | Buy |
+5,800
| New | +$246K | 0.09% | 172 |
|
Other funds holding OGE
VPM
VCM
