Creative Planning’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
$5.41M Buy
121,791
+2,391
+2% +$106K ﹤0.01% 725
2025
Q1
$5.49M Sell
119,400
-1,576
-1% -$72.4K 0.01% 674
2024
Q4
$4.99M Sell
120,976
-2,211
-2% -$91.2K ﹤0.01% 664
2024
Q3
$5.05M Buy
123,187
+6,894
+6% +$283K 0.01% 634
2024
Q2
$4.15M Buy
116,293
+23,016
+25% +$822K ﹤0.01% 689
2024
Q1
$3.2M Buy
93,277
+12,547
+16% +$430K ﹤0.01% 777
2023
Q4
$2.82M Sell
80,730
-34,803
-30% -$1.22M 0.01% 769
2023
Q3
$3.85M Buy
115,533
+31,638
+38% +$1.05M 0.01% 604
2023
Q2
$3.01M Sell
83,895
-3,173
-4% -$114K ﹤0.01% 667
2023
Q1
$3.28M Buy
87,068
+2,240
+3% +$84.4K ﹤0.01% 617
2022
Q4
$3.35M Sell
84,828
-4,356
-5% -$172K 0.01% 577
2022
Q3
$3.25M Buy
89,184
+1,518
+2% +$55.4K 0.01% 543
2022
Q2
$3.38M Sell
87,666
-1,667
-2% -$64.3K 0.01% 556
2022
Q1
$3.64M Buy
89,333
+45,058
+102% +$1.84M 0.01% 532
2021
Q4
$1.7M Sell
44,275
-574
-1% -$22K ﹤0.01% 742
2021
Q3
$1.48M Buy
44,849
+71
+0.2% +$2.34K ﹤0.01% 781
2021
Q2
$1.51M Sell
44,778
-11,108
-20% -$374K ﹤0.01% 779
2021
Q1
$1.81M Sell
55,886
-6,068
-10% -$196K ﹤0.01% 762
2020
Q4
$1.97M Buy
61,954
+19,674
+47% +$627K ﹤0.01% 669
2020
Q3
$1.27M Sell
42,280
-2,092
-5% -$62.7K ﹤0.01% 711
2020
Q2
$1.35M Sell
44,372
-18,681
-30% -$567K ﹤0.01% 630
2020
Q1
$1.94M Sell
63,053
-8,912
-12% -$274K 0.01% 442
2019
Q4
$3.2M Sell
71,965
-17,609
-20% -$783K 0.01% 384
2019
Q3
$4.07M Buy
89,574
+16,149
+22% +$733K 0.01% 319
2019
Q2
$3.13M Buy
73,425
+9,295
+14% +$396K 0.01% 377
2019
Q1
$2.77M Sell
64,130
-201
-0.3% -$8.67K 0.01% 381
2018
Q4
$2.52M Sell
64,331
-8,732
-12% -$342K 0.01% 374
2018
Q3
$2.65M Buy
73,063
+2,341
+3% +$85K 0.01% 404
2018
Q2
$2.49M Sell
70,722
-3,603
-5% -$127K 0.01% 420
2018
Q1
$2.44M Buy
74,325
+450
+0.6% +$14.7K 0.01% 413
2017
Q4
$2.43M Buy
73,875
+6,859
+10% +$226K 0.01% 416
2017
Q3
$2.42M Buy
67,016
+3,064
+5% +$110K 0.01% 405
2017
Q2
$2.23M Buy
63,952
+2,223
+4% +$77.3K 0.01% 412
2017
Q1
$2.16M Sell
61,729
-2,725
-4% -$95.3K 0.01% 396
2016
Q4
$2.16M Sell
64,454
-13,475
-17% -$451K 0.01% 383
2016
Q3
$2.46M Buy
77,929
+695
+0.9% +$22K 0.02% 331
2016
Q2
$2.53M Buy
77,234
+419
+0.5% +$13.7K 0.02% 285
2016
Q1
$2.2M Sell
76,815
-1,018
-1% -$29.1K 0.02% 297
2015
Q4
$2.05M Buy
77,833
+1,800
+2% +$47.3K 0.02% 305
2015
Q3
$2.08M Sell
76,033
-2,762
-4% -$75.6K 0.02% 289
2015
Q2
$2.25M Buy
78,795
+14,602
+23% +$417K 0.02% 270
2015
Q1
$2.03M Sell
64,193
-706
-1% -$22.3K 0.02% 274
2014
Q4
$2.3M Buy
64,899
+4,934
+8% +$175K 0.02% 244
2014
Q3
$2.23M Buy
59,965
+1,802
+3% +$66.9K 0.03% 224
2014
Q2
$2.27M Sell
58,163
-70
-0.1% -$2.74K 0.03% 203
2014
Q1
$2.14M Sell
58,233
-400
-0.7% -$14.7K 0.03% 192
2013
Q4
$1.99M Buy
58,633
+1,957
+3% +$66.4K 0.03% 183
2013
Q3
$2.05M Buy
56,676
+3,300
+6% +$119K 0.04% 145
2013
Q2
$1.82M Buy
+53,376
New +$1.82M 0.04% 143