Caldwell Trust’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75.5K | Hold |
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|
2025
Q2 | $72.4K | Hold |
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|
2025
Q1 | $75K | Hold |
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|
2024
Q4 | $67.3K | Hold |
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|
2024
Q3 | $66.9K | Buy |
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|
2024
Q2 | $57.1K | Hold |
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|
2024
Q1 | $54.9K | Hold |
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|
2023
Q4 | $55.9K | Hold |
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|
2023
Q3 | $53.3K | Hold |
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|
2023
Q2 | $57.5K | Hold |
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|
2023
Q1 | $60.3K | Hold |
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|
2022
Q4 | $63.3K | Sell |
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|
2022
Q3 | $71.1K | Sell |
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|
2022
Q2 | $82.9K | Sell |
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|
2022
Q1 | $88.9K | Hold |
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|
2021
Q4 | $83.7K | Buy |
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|
2021
Q3 | $70.9K | Hold |
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|
2021
Q2 | $72.3K | Sell |
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|
2021
Q1 | $80.9K | Hold |
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|
2020
Q4 | $79.7K | Hold |
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|
2020
Q3 | $75K | Sell |
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|
2020
Q2 | $94.1K | Sell |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $177K | Buy |
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