Carson Wealth (CWM LLC)’s OGE Energy OGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
67,396
-1,162
| -2% | -$51.6K | 0.01% | 791 |
|
|
2025
Q1 | $3.15M | Buy |
68,558
+667
| +1% | +$30.7K | 0.01% | 660 |
|
|
2024
Q4 | $2.8M | Sell |
67,891
-1,116
| -2% | -$46K | 0.01% | 661 |
|
|
2024
Q3 | $2.83M | Sell |
69,007
-5,641
| -8% | -$231K | 0.01% | 591 |
|
|
2024
Q2 | $2.67M | Sell |
74,648
-105
| -0.1% | -$3.75K | 0.01% | 569 |
|
|
2024
Q1 | $2.56M | Sell |
74,753
-12,084
| -14% | -$414K | 0.01% | 557 |
|
|
2023
Q4 | $3.03M | Sell |
86,837
-5,327
| -6% | -$186K | 0.02% | 499 |
|
|
2023
Q3 | $3.07M | Sell |
92,164
-6,811
| -7% | -$227K | 0.02% | 454 |
|
|
2023
Q2 | $3.55M | Sell |
98,975
-44
| -0% | -$1.58K | 0.02% | 414 |
|
|
2023
Q1 | $3.73M | Buy |
99,019
+2,022
| +2% | +$76.1K | 0.03% | 377 |
|
|
2022
Q4 | $3.84M | Buy |
96,997
+2,855
| +3% | +$113K | 0.03% | 349 |
|
|
2022
Q3 | $3.43M | Sell |
94,142
-83,147
| -47% | -$3.03M | 0.03% | 336 |
|
|
2022
Q2 | $6.84M | Buy |
177,289
+8,645
| +5% | +$333K | 0.05% | 248 |
|
|
2022
Q1 | $6.88M | Buy |
168,644
+1,439
| +0.9% | +$58.7K | 0.05% | 261 |
|
|
2021
Q4 | $6.42M | Buy |
+167,205
| New | +$6.42M | 0.05% | 270 |
|
|
2021
Q2 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2021
Q1 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2020
Q4 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2020
Q3 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2020
Q2 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2020
Q1 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2019
Q4 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2019
Q3 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2019
Q2 | $6.99M | Hold |
207,577
| – | – | 0.06% | 245 |
|
|
2019
Q1 | $6.99M | Buy |
207,577
+207,377
| +103,689% | +$6.98M | 0.06% | 245 |
|
|
2018
Q4 | $8K | Sell |
200
-58
| -22% | -$2.32K | ﹤0.01% | 1408 |
|
|
2018
Q3 | $9K | Buy |
258
+29
| +13% | +$1.01K | ﹤0.01% | 1193 |
|
|
2018
Q2 | $8K | Buy |
229
+29
| +15% | +$1.01K | ﹤0.01% | 1070 |
|
|
2018
Q1 | $7K | Sell |
200
-2,000
| -91% | -$70K | ﹤0.01% | 939 |
|
|
2017
Q4 | $72K | Hold |
2,200
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $79K | Hold |
2,200
| – | – | ﹤0.01% | 442 |
|
|
2017
Q2 | $77K | Hold |
2,200
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $77K | Buy |
2,200
+2,000
| +1,000% | +$70K | ﹤0.01% | 385 |
|
|
2016
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 796 |
|