Compass Wealth Management’s OGE Energy OGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,350
Closed -$62K 329
2025
Q1
$62K Hold
1,350
0.02% 225
2024
Q4
$55.7K Hold
1,350
0.01% 234
2024
Q3
$55.4K Hold
1,350
0.01% 241
2024
Q2
$48.2K Hold
1,350
0.01% 250
2024
Q1
$46.3K Hold
1,350
0.01% 255
2023
Q4
$47.2K Hold
1,350
0.01% 251
2023
Q3
$45K Sell
1,350
-600
-31% -$20K 0.01% 242
2023
Q2
$70K Buy
1,950
+300
+18% +$10.8K 0.02% 215
2023
Q1
$62.1K Hold
1,650
0.02% 220
2022
Q4
$65.3K Buy
+1,650
New +$65.3K 0.02% 210