Caldwell Trust’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4K | Hold |
1,632
|
|
||||
|
2025
Q1 | $75K | Hold |
1,632
|
|
||||
|
2024
Q4 | $67.3K | Hold |
1,632
|
|
||||
|
2024
Q3 | $66.9K | Buy |
1,632
+32
|
|
||||
|
2024
Q2 | $57.1K | Hold |
1,600
|
|
||||
|
2024
Q1 | $54.9K | Hold |
1,600
|
|
||||
|
2023
Q4 | $55.9K | Hold |
1,600
|
|
||||
|
2023
Q3 | $53.3K | Hold |
1,600
|
|
||||
|
2023
Q2 | $57.5K | Hold |
1,600
|
|
||||
|
2023
Q1 | $60.3K | Hold |
1,600
|
|
||||
|
2022
Q4 | $63.3K | Sell |
1,600
-350
|
|
||||
|
2022
Q3 | $71.1K | Sell |
1,950
-200
|
|
||||
|
2022
Q2 | $82.9K | Sell |
2,150
-30
|
|
||||
|
2022
Q1 | $88.9K | Hold |
2,180
|
|
||||
|
2021
Q4 | $83.7K | Buy |
2,180
+30
|
|
||||
|
2021
Q3 | $70.9K | Hold |
2,150
|
|
||||
|
2021
Q2 | $72.3K | Sell |
2,150
-350
|
|
||||
|
2021
Q1 | $80.9K | Hold |
2,500
|
|
||||
|
2020
Q4 | $79.7K | Hold |
2,500
|
|
||||
|
2020
Q3 | $75K | Sell |
2,500
-600
|
|
||||
|
2020
Q2 | $94.1K | Sell |
3,100
-575
|
|
||||
|
2020
Q1 | $113K | Sell |
3,675
-300
|
|
||||
|
2019
Q4 | $177K | Buy |
+3,975
|
|