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 |
|