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 |
|