Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,009
| Closed | -$206K | – | 120 |
|
|
2024
Q1 | $206K | Buy |
+6,009
| New | +$206K | 0.05% | 117 |
|
|
2016
Q3 | – | Sell |
-663
| Closed | -$21K | – | 421 |
|
|
2016
Q2 | $21K | Hold |
663
| – | – | 0.02% | 214 |
|
|
2016
Q1 | $19K | Hold |
663
| – | – | 0.02% | 251 |
|
|
2015
Q4 | $17K | Hold |
663
| – | – | 0.01% | 224 |
|
|
2015
Q3 | $18K | Hold |
663
| – | – | 0.02% | 192 |
|
|
2015
Q2 | $19K | Hold |
663
| – | – | 0.02% | 210 |
|
|
2015
Q1 | $21K | Hold |
663
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $24K | Buy |
+663
| New | +$24K | 0.03% | 179 |
|