Concurrent Investment Advisors’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 | $617K | Buy |
13,911
+156
| +1% | +$6.92K | 0.01% | 764 |
|
2025
Q1 | $632K | Buy |
13,755
+2,920
| +27% | +$134K | 0.02% | 671 |
|
2024
Q4 | $447K | Buy |
10,835
+87
| +0.8% | +$3.59K | 0.01% | 691 |
|
2024
Q3 | $441K | Buy |
10,748
+151
| +1% | +$6.19K | 0.01% | 650 |
|
2024
Q2 | $378K | Sell |
10,597
-681
| -6% | -$24.3K | 0.01% | 661 |
|
2024
Q1 | $387K | Buy |
11,278
+413
| +4% | +$14.2K | 0.02% | 608 |
|
2023
Q4 | $380K | Buy |
+10,865
| New | +$380K | 0.02% | 564 |
|