Caldwell Trust’s ONE Gas OGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$37.7K Hold
2025
Q2
$33.5K Hold
2025
Q1
$35.2K Hold
2024
Q4
$32.3K Hold
2024
Q3
$34.7K Hold
2024
Q2
$29.8K Hold
2024
Q1
$30.1K Hold
2023
Q4
$29.7K Hold
2023
Q3
$31.8K Hold
2023
Q2
$35.8K Hold
2023
Q1
$36.9K Hold
2022
Q4
$35.3K Hold
2022
Q3
$32.8K Hold
2022
Q2
$37.8K Hold
2022
Q1
$41.1K Hold
2021
Q4
$36.2K Hold
2021
Q3
$29.5K Buy
2021
Q2
$12.3K Hold
2021
Q1
$12.8K Hold
2020
Q4
$12.7K Hold
2020
Q3
$11.5K Sell
2020
Q2
$26.3K Hold
2020
Q1
$28.5K Hold
2019
Q4
$31.9K Buy