Capstone Triton Financial Group’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	–	Sell	-19,037	Closed	-$845K	–	93
2025 Q2	$845K	Buy	+19,037	New	+$845K	0.61%	59
2024 Q4	$785K	Hold	19,037	–	–	0.49%	70
2024 Q3	$781K	Hold	19,037	–	–	0.5%	68
2024 Q2	$680K	Hold	19,037	–	–	0.48%	66
2024 Q1	$653K	Hold	19,037	–	–	0.46%	67
2023 Q4	$665K	Hold	19,037	–	–	0.49%	60
2023 Q3	$635K	Hold	19,037	–	–	0.46%	63
2023 Q2	$684K	Hold	19,037	–	–	0.47%	67
2023 Q1	$717K	Hold	19,037	–	–	0.54%	65
2022 Q4	$753K	Sell	19,037 -648	-3%	-$24.6K	0.6%	64
2022 Q3	$718K	Hold	19,685	–	–	0.61%	55
2022 Q2	$754K	Hold	19,685	–	–	0.57%	57
2022 Q1	$797K	Sell	19,685 -800	-4%	-$30.3K	0.56%	58
2021 Q4	$784K	Hold	20,485	–	–	1.58%	23
2021 Q3	$702K	Hold	20,485	–	–	0.42%	61
2021 Q2	$689K	Hold	20,485	–	–	0.42%	53
2021 Q1	$663K	Hold	20,485	–	–	0.44%	50
2020 Q4	$653K	Buy	+20,485	New	+$662K	0.4%	51