Everhart Financial Group’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 | $879K | Buy |
19,805
+1,651
| +9% | +$73.3K | 0.1% | 135 |
|
|
2025
Q1 | $834K | Buy |
18,154
+3,691
| +26% | +$170K | 0.11% | 128 |
|
|
2024
Q4 | $597K | Buy |
14,463
+1,073
| +8% | +$44.3K | 0.12% | 163 |
|
|
2024
Q3 | $549K | Buy |
13,390
+2,408
| +22% | +$98.8K | 0.12% | 183 |
|
|
2024
Q2 | $392K | Buy |
10,982
+1,213
| +12% | +$43.3K | 0.1% | 195 |
|
|
2024
Q1 | $335K | Sell |
9,769
-443
| -4% | -$15.2K | 0.1% | 200 |
|
|
2023
Q4 | $357K | Buy |
10,212
+3,520
| +53% | +$123K | 0.13% | 155 |
|
|
2023
Q3 | $223K | Sell |
6,692
-633
| -9% | -$21.1K | 0.09% | 189 |
|
|
2023
Q2 | $263K | Buy |
7,325
+675
| +10% | +$24.2K | 0.11% | 173 |
|
|
2023
Q1 | $250K | Buy |
+6,650
| New | +$250K | 0.11% | 162 |
|